Linch Financial, LLC

Linch Financial, LLC (CRD# 168464) is a financial advisory firm headquartered in , . They manage $15,131,040 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $432,315
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Linch Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen L. Chambers
CRD#: 4678009
Southlake, TX
81
Wealthminder
score

Stephen Chambers (CRD# 4678009) is an Investment Advisor Representative working at Linch Financial, LLC in Southlake, TX and has over 13 years of experience in the finance industry.

2
Bradley D. Linch
CRD#: 2522575
Southlake, TX
68
Wealthminder
score

Bradley Linch (CRD# 2522575) is an Investment Advisor Representative working at Linch Financial, LLC in Southlake, TX and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.