Unclaimed
Linton Fred Banwell is a financial advisor with LPL Financial LLC. Linton has been in the financial services industry since 1973 and has a wide range of experience. Linton has passed several industry exams, including the Series 7, Series 63, Series 65, and Series 24. Linton has also been registered as a financial advisor in several states, including Michigan, Pennsylvania, Texas, California, and Arizona. Prior to joining LPL Financial LLC, Linton worked with National Planning Corporation and Equitas America, LLC. Linton specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
1
2
MI
05/26/2021 - Present
LPL Financial LLC (ROCHESTER HILLS MI)
MI
08/16/2010 - 11/29/2017
NATIONAL PLANNING CORPORATION (ROCHESTER HILLS MI)
MI
02/01/2001 - 08/16/2010
EQUITAS AMERICA, LLC (ROCHESTER HILLS MI)
CA
05/13/1986 - 02/01/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
11/05/1981 - 05/12/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
02/14/1973 - 11/05/1981
GENERAL AMERICAN LIFE INSURANCE COMPANY
IA
Issued 08/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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