Linch Financial, LLC

Linch Financial, LLC (CRD# 168464) is a financial advisory firm headquartered in , . They manage $35,086,239 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/linch-financial-llc/about/
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $444,130
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Linch Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen Chambers, financial advisor Southlake TX
Stephen L. Chambers
CRD#: 4678009
Southlake, TX

Stephen Chambers (CRD# 4678009) is an Investment Advisor Representative working at Linch Financial, LLC in Southlake, TX and has over 20 years of experience in the finance industry.

2
Bradley Linch, financial advisor Southlake TX
Bradley D. Linch
CRD#: 2522575
Southlake, TX

Bradley Linch (CRD# 2522575) is an Investment Advisor Representative working at Linch Financial, LLC in Southlake, TX and has over 29 years of experience in the finance industry.

3
Scott Miller, financial advisor Plano TX
Scott R. Miller
CRD#: 1693970
Plano, TX

Scott Miller (CRD# 1693970) is an Investment Advisor Representative working at Linch Financial, LLC in Plano, TX and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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