LINK SECURITIES LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
144095
Registered since
September 17, 2007

Firm profile

FINTRX

Overview

Link Securities LLC is organized as a limited liability company that has been SEC-registered since 2007 and is privately owned by an individual. FINTRX classifies the firm as "Unclassified" and records indicate it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not marked as a newly formed adviser, pension consultant, or related adviser. Publicly available profile data from FINTRX contains minimal detail about the firm's business model. Information on client types, fee schedules, specific advisory activities, and broader business lines was not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • LENA DALBEY

    Founder and Managing PartnerCRD 2390918

  • ELIZABETH COLLINS

    FinOpCRD 4714831

  • TRACY TAYLOR

    CCOCRD 1257628

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
7900 E Greenway Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth