Shannon
Link
Orion Portfolio Solutions, LLC
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About this Advisor
Shannon Link is a financial advisor working in Hebron, Kentucky. Link is an employee of Orion Portfolio Solutions, LLC. During their career, the advisor has held roles at Orion Portfolio Solutions, Brinker Capital, Tempoe, Sunglass Hut, Louisville Zoo, Xavier University and Sacred Heart Academy. Link has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Nebraska. Orion Portfolio Solutions, LLC is a business operating out of Omaha, NE. The company has a total of 326 employees. It oversees $53 billion in total assets between its 176,366 accounts, making it one of the largest firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 176,366 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees largely vary depending on which services are offered. However, fee types charged by Orion Portfolio Solutions, LLC most likely include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orion Portfolio Solutions, LLC Brokerage Details
$53,283,016,878
326
176,366
$302,116
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Shannon Link Work History
Shannon has been registered as a financial advisor for 0 years.*
Brinker Capital
Orion Portfolio Solutions
Tempoe
Sunglass Hut
Xavier University
Louisville Zoo
Sacred Heart Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shannon Link to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Orion Portfolio Solutions, LLC
Omaha, NE
Hebron, KY
Omaha, NE
Omaha, NE
Berwyn, PA
Omaha, NE
Providence, UT
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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