True Link Financial Advisors

True Link Financial Advisors (CRD# 281870) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,140,865,453 in 981 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
315 Montgomery Street, 10th Fl, San Francisco, CA 94104
https://www.truelinkfinancial.com/
By the Numbers
  • Total Assets Under Management
    1,141
    MILLION
  • Total Number of Accounts
    981
    ACCOUNTS
  • Average Account Value
    $1,162,962
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, ME, MI, MN, MO, NC, NJ, NM, OH, PA, VA, WI, WV

Financial Advisors at True Link Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Kai Stinchcombe, financial advisor San Francisco CA
Kai H. Stinchcombe
CRD#: 6573531
315 Montgomery Street, 10th Fl, San Francisco, CA 94104

Kai Stinchcombe (CRD# 6573531) is an Investment Advisor Representative working at True Link Financial Advisors in San Francisco, CA and has over 7 years of experience in the finance industry.

2
Peter Wall, financial advisor Golden CO
Peter J. Wall
CRD#: 6143107
1120 Washington Ave., Suite 200, Room 108, Golden, CO 80401

Peter Wall (CRD# 6143107) is an Investment Advisor Representative working at True Link Financial Advisors in Golden, CO and has over 10 years of experience in the finance industry.

3
Scott Parker, financial advisor Fairfield CT
Scott W. Parker
CRD#: 2729963
Fairfield, CT

Scott Parker (CRD# 2729963) is an Investment Advisor Representative working at True Link Financial Advisors in Fairfield, CT and has over 2 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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