Linden Thomas Advisory Services, LLC
Linden Thomas Advisory Services, LLC (CRD# 288557) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,369,636,810 in 6,532 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,370MILLION
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Total Number of Accounts6,532ACCOUNTS
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Average Account Value$209,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, LA, MD, MT, NC, NY, SC, TN, TX, VA, WA
Bradley Davis (CRD# 6491230) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
Alexander Hill (CRD# 5961588) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.
Saundra Hudspeth (CRD# 2358251) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Yancey, TX and has over 28 years of experience in the finance industry.
Bryan Krakker (CRD# 4257767) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Daniel Roberts (CRD# 2208120) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Parrish, FL and has over 32 years of experience in the finance industry.
Stephen Thomas (CRD# 1789031) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.
Oliver Bergmann (CRD# 1842154) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Brandon McPherson (CRD# 7193666) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Jonathan Pickett (CRD# 6481711) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.