Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Dash is a financial advisor with The Mather Group, LLC, a registered investment advisor. Linda has been in the financial services industry since 2002. Linda holds the Series 63, 65, 7, and SIE licenses. Linda is a Certified Financial Planner. Linda previously worked at Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., Park Avenue Securities LLC, PFS Investments Inc., Allstate Financial Services, LLC, and SunTrust Capital Markets, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of total net worth
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GA
01/30/2024 - Present
THE Mather Group, LLC (Atlanta GA)
GA
05/23/2020 - 12/19/2022
CHARLES SCHWAB & CO., INC. (Sandy Springs GA)
GA
03/19/2014 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
08/09/2011 - 08/27/2013
PARK AVENUE SECURITIES LLC (ATLANTA GA)
MS
06/10/2011 - 06/30/2011
PFS INVESTMENTS INC. (HATTIESBURG MS)
GA
08/02/2005 - 07/06/2009
ALLSTATE FINANCIAL SERVICES, LLC (SUWANEE GA)
GA
12/19/2002 - 05/13/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
IA
Issued 10/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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