Jeffrey LinkCRD Number: 3271873
Current Firm: Wells Fargo Advisors Financial Network, LLC
Jeffrey Link (CRD# 3271873) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Baltimore, MD and has over 17 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Wells Fargo Advisors Financial Network, LLC||Baltimore, MD||Jun 2015 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Baltimore, MD||Oct 2009 - Jun 2015||5|
|Banc Of America Investment Services, Inc.||Towson, MD||Oct 2003 - Oct 2009||6|
|Banc Of America Insurance Services, Inc.||Towson, MD||Oct 2003 - Oct 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management47,521MILLIONS
Total Number of Accounts154,383ACCOUNTS
Average Account Value$307,810
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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