Investlinc Wealth Services
Investlinc Wealth Services (CRD# 304929) is a financial advisory firm headquartered in Brea, CA. They manage $77,774,785 in 486 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management78MILLION
-
Total Number of Accounts486ACCOUNTS
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Average Account Value$160,030
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Investlinc Wealth Services
1
West Cohan (CRD# 6029969) is an Investment Advisor Representative working at Investlinc Wealth Services in Brea, CA and has over 10 years of experience in the finance industry.
2
Rick Emmett (CRD# 4573986) is an Investment Advisor Representative working at Investlinc Wealth Services in Brea, CA and has over 4 years of experience in the finance industry.
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