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 a limited liability company that registered with the SEC in 2007. The firm is owned by an individual and is classified in the source data as "Unclassified." The profile indicates the entity is not a capital allocator, not an active ESG investor, not a multi-state adviser and is not flagged as a pension consultant or related adviser. The dataset does not include a description of the firm's advisory or business activities, client focus, or fee model, so there is no public detail about the types of services it offers or the client segments it targets.

Assets & Accounts

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
  • 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