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 first registered with the SEC in 2007 and is described in filings as individually owned. The firm is listed as an unclassified adviser; the available records do not identify core advisory activities, client segments, fee schedules, or business lines. Filings indicate the firm is not a capital allocator and does not mark itself as an active ESG investor. It is also not reported as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied information about affiliations, industry awards, or the types of clients it serves. There are no disclosed details about investment mandates, portfolio construction methodology, or distribution channels in the source material.

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
  • Lena Dalbey

    Lena Dalbey

    Founder and Managing PartnerCRD 2390918

  • Elizabeth Collins

    FinOpCRD 4714831

  • Tracy Taylor

    CCOCRD 1257628

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Wealth teams

FINTRX

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