Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Link is a financial advisor with over 20 years of experience in the financial services industry. John currently works for The Wealth Consulting Group as a Registered Investment Advisor. Previously, John worked for firms such as Girard Securities, LPL Financial, and Securian Financial Services. John holds several licenses and certifications including the Series 6, 7, 63, 65, and 66. John has also earned the SIE. John specializes in providing financial planning and investment advisory services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/20/2017 - Present
THE Wealth Consulting Group (Irvine CA)
CA
11/25/2014 - 06/22/2016
FMN CAPITAL CORPORATION (Irvine CA)
CA
02/28/2013 - 11/24/2014
GIRARD SECURITIES, INC. (IRVINE CA)
CA
05/09/2011 - 03/06/2013
LPL FINANCIAL LLC (NEWPORT BEACH CA)
CA
10/23/2006 - 03/05/2009
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
SC
10/11/2000 - 01/22/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
07/29/1999 - 10/20/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
TX
01/09/1998 - 07/19/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 01/23/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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