Link Securities LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
144095
Registered since
September 17, 2007

Firm profile

FINTRX

Overview

Link Securities LLC is organized as a limited liability company and is SEC-registered since 2007. The firm is individually owned and is classified in the dataset as "unclassified." The public record does not identify it as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied information on its client mix, fee arrangements, core business lines, advisory activities, or industry affiliations. That sparse profile in the source data indicates a minimal public footprint; the firm may operate a very small or boutique practice, maintain a non-disclosed client focus, or otherwise choose not to report standard firm-level details to the data provider.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Lena Dalbey

    Lena Dalbey

    Founder and Managing PartnerCRD 2390918

  • Elizabeth Collins

    FinOpCRD 4714831

  • Tracy Taylor

    CCOCRD 1257628

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7900 E Greenway Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth