Glenn Link (CRD# 1322586) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 28 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Compak Securities Inc. | Newport Beach, CA | Sep 2006 - Current | 17 |
Compak Asset Management` | Newport Beach, CA | Sep 2006 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1996 |
S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- AZ
- CA
- CO
- HI
- ID
- NV
- NY
- NC
- OR
- TX
- WA
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Total Assets Under Management1,079MILLIONS
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Total Number of Accounts3,027ACCOUNTS
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Average Account Value$356,370
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI
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