Linden Thomas Advisory Services, LLC

Linden Thomas Advisory Services, LLC (CRD# 288557) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,369,636,810 in 6,532 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
516 North Tryon Street, Suite 200, Charlotte, NC 28202
https://lindenthomas.com/
By the Numbers
  • Total Assets Under Management
    1,370
    MILLION
  • Total Number of Accounts
    6,532
    ACCOUNTS
  • Average Account Value
    $209,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MD, MT, NC, NY, SC, TN, TX, VA, WA

Financial Advisors at Linden Thomas Advisory Services, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Bradley Davis, financial advisor Charlotte NC
Bradley J. Davis
CRD#: 6491230
516 North Tryon Street, Suite 200, Charlotte, NC 28202

Bradley Davis (CRD# 6491230) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

2
Alexander Hill, financial advisor Charlotte NC
Alexander J. Hill
CRD#: 5961588
516 North Tryon Street, Suite 200, Charlotte, NC 28202

Alexander Hill (CRD# 5961588) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

3
Saundra Hudspeth, financial advisor Yancey TX
Saundra Hudspeth
CRD#: 2358251
Yancey, TX

Saundra Hudspeth (CRD# 2358251) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Yancey, TX and has over 28 years of experience in the finance industry.

4
Bryan Krakker, financial advisor Charlotte NC
Bryan L. Krakker
CRD#: 4257767
516 North Tryon Street, Suite 200, Charlotte, NC 28202

Bryan Krakker (CRD# 4257767) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.

5
Daniel Roberts, financial advisor Parrish FL
Daniel Roberts
CRD#: 2208120
Parrish, FL

Daniel Roberts (CRD# 2208120) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Parrish, FL and has over 32 years of experience in the finance industry.

6
Stephen Thomas, financial advisor Charlotte NC
Stephen L. Thomas
CRD#: 1789031
516 North Tryon Street, Suite 200, Charlotte, NC 28202

Stephen Thomas (CRD# 1789031) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.

7
Oliver Bergmann, financial advisor Stamford CT
Oliver A. Bergmann
CRD#: 1842154
Stamford, CT

Oliver Bergmann (CRD# 1842154) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Stamford, CT and has over 8 years of experience in the finance industry.

8
Brandon McPherson, financial advisor Charlotte NC
Brandon C. McPherson
CRD#: 7193666
516 North Tryon Street, Suite 200, Charlotte, NC 28202

Brandon McPherson (CRD# 7193666) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

9
Jonathan Pickett, financial advisor Charlotte NC
Jonathan O. Pickett
CRD#: 6481711
516 North Tryon Street, Suite 200, Charlotte, NC 28202

Jonathan Pickett (CRD# 6481711) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 8 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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