Interlinc Financial Advisors, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 290740
- Website
- www.interlincfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Interlinc Financial Advisors, Inc. is organized as a corporation with individual ownership and describes itself as a capital allocator that provides fee-based financial advice. The firm reports offering financial planning and selection-of-other-advisers services, runs educational seminars and workshops, and lists pension consulting among its advisory activities. Its client billing methods include hourly charges, fixed fees and other fee arrangements. Interlinc does not identify as an active ESG investor and is not reported as a multistate adviser. The firm also has an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Vicki Meeks
Co-Founder & Financial AdvisorCRD 5197176

Stephen Meeks
Co-Founder & PresidentCRD 3038011

Misti White
AdvisorCRD 7854203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5068 W Plano Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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