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, with its registration dating to 2007. Public filings list the firm as owned by an individual and classify it as unclassified; the records do not identify the firm as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Regulatory data indicates the firm does not function as a capital allocator and is not flagged as an active ESG investor. The dataset does not include additional detail on the firm’s business model, advisory services, or client segments.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Tracy Taylor

    CCOCRD 1257628

  • Lena Dalbey

    Lena Dalbey

    Founder and Managing PartnerCRD 2390918

  • Elizabeth Collins

    FinOpCRD 4714831

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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