Linder Financial Services, Inc.

Linder Financial Services, Inc. (CRD# 117861) is a financial advisory firm headquartered in Alpharetta, GA. They manage $133,316,419 in 418 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $318,939
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX

Financial Advisors at Linder Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bernd Linder
CRD#: 2336571
308 Maxwell Rd, Suite 300, Alpharetta, GA 30009

Bernd Linder (CRD# 2336571) is an Investment Advisor Representative working at Linder Financial Services, Inc. in Alpharetta, GA and has over 30 years of experience in the finance industry.

2
Lori Morell
CRD#: 7015759
308 Maxwell Rd, Suite 300, Alpharetta, GA 30009

Lori Morell (CRD# 7015759) is an Investment Advisor Representative working at Linder Financial Services, Inc. in Alpharetta, GA and has over 5 years of experience in the finance industry.

3
Marci G. Silverman
CRD#: 6038223
Alpharetta, GA

Marci Silverman (CRD# 6038223) is an Investment Advisor Representative working at Linder Financial Services, Inc. in Alpharetta, GA and has 1 year of experience in the finance industry.

4
Timothy P. Kriegel
CRD#: 7187224
Hendersonville, NC

Timothy Kriegel (CRD# 7187224) is an Investment Advisor Representative working at Linder Financial Services, Inc. in Hendersonville, NC and has over 4 years of experience in the finance industry.

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