Gary Link (CRD# 2703651) is an Investment Advisor Representative working at Red Lighthouse Investment Management, LLC in Warren, VT and has over 12 years of experience in the finance industry. Gary Link has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6147027
Esi Financial Advisors
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Lighthouse Investment Management LLC | New York, NY | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- NY
- VT
-
Total Assets Under Management525MILLIONS
-
Total Number of Accounts399ACCOUNTS
-
Average Account Value$1,315,175
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
ME, NY, VT
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