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Myles Richard Linhares

Ameritrust Investment Advisors Inc.

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About Myles Richard Linhares

Myles Richard Linhares is a registered Investment Advisor Representative with Ameritrust Investment Advisors Inc. Myles has been in the industry since 2016. Myles has experience with Fidelity Brokerage Services LLC and Ameritrust Investment Advisors Inc. Myles specializes in providing financial planning, pension consulting and selection of other advisors.

Firm Information

Myles Linhares is currently registered with Ameritrust Investment Advisors Inc.. Ameritrust Investment Advisors Inc. is an investment advisor with 6 investment advisor representatives and a total of $63,568,314 in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Ameritrust primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

$63.57M

Assets Under Management

29

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for plans are calculated on a % of net worth

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Myles Linhares’s Registration & Firm History

OK

07/21/2021 - Present

Ameritrust Investment Advisors Inc. (TULSA OK)

TX

01/05/2016 - 05/21/2018

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 04/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Myles Richard Linhares.
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