Unclaimed
Brandon Curtis Linker is a financial advisor currently registered with LPL Financial LLC. Brandon has been in the industry since 2019 and has held previous registrations with CETERA ADVISORS LLC and FIRST ALLIED SECURITIES, INC. Brandon is licensed in California and Texas, and is also registered with the Securities Industry Essentials Examination (SIE). Brandon specializes in working with individuals, corporations, and charitable organizations, and provides financial planning, portfolio management, and educational seminars. Brandon's firm, LPL Financial LLC, is a large independent broker-dealer with over $50 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/01/2024 - Present
LPL Financial LLC (FRESNO CA)
CA
09/08/2022 - 04/03/2024
CETERA ADVISORS LLC (FRESNO CA)
CA
09/09/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FRESNO CA)
IA
Issued 01/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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