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 and has been SEC-registered since 2007. The firm is listed as individually owned and classified in FINTRX as "Unclassified." Available profile fields indicate it is not a capital allocator and is not designated as an active ESG investor. The record also shows it is not registered as a multi-state adviser, is not identified as a pension consultant, and is not flagged as a related adviser. FINTRX does not populate several common disclosure fields for Link Securities LLC; sections for client base, fee structure, business activities and advisory activities are blank in the profile. That limits the ability to describe the firm’s target clients, service model, or fee arrangements from this dataset alone.

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
  • Tracy Taylor

    CCOCRD 1257628

  • Lena Dalbey

    Lena Dalbey

    Founder and Managing PartnerCRD 2390918

  • Elizabeth Collins

    FinOpCRD 4714831

Unlock 1 more contacts

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