INTERLINC FINANCIAL ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
Plano, Texas
CRD number
290740
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Interlinc Financial Advisors, Inc. is organized as a corporation with individual ownership and describes itself as a capital allocator that provides fee-based financial advice. The firm reports offering financial planning and selection-of-other-advisers services, runs educational seminars and workshops, and lists pension consulting among its advisory activities. Its client billing methods include hourly charges, fixed fees and other fee arrangements. Interlinc does not identify as an active ESG investor and is not reported as a multistate adviser. The firm also has an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • VICKI MEEKS

    Co-Founder & Financial AdvisorCRD 5197176

  • STEPHEN MEEKS

    Co-Founder & PresidentCRD 3038011

  • Misti White

    AdvisorCRD 7854203

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
5068 W Plano Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth