Jeffrey
Link
Guardian Wealth Advisors, LLC
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About this Advisor
Jeffrey Link is a financial advisor based in Raleigh, North Carolina, working with Guardian Wealth Advisors, LLC. Jeffrey has previously held positions at Triad Advisors, Inc, Guardian Capital Advisors, LLC, Gordon Asset Management, LLC, Aptus Capital Advisors, LLC, and Guardian Wealth Advisors, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Jeffrey is part of Guardian Wealth Advisors, LLC, which operates out of Raleigh, North Carolina. The firm has 10 offices and 38 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Guardian Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Guardian Wealth Advisors, LLC Brokerage Details
$1,660,902,219
38
3,670
$452,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Link Work History
Guardian Wealth Advisors, LLC
Aptus Capital Advisors, LLC
Gordon Asset Management, LLC
Triad Advisors, Inc
Guardian Capital Advisors, LLC
Disclosures
Please visit the SEC profile of Jeffrey 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 Guardian Wealth Advisors, LLC
Raleigh, NC
Danvers, MA
Johnson City, TN
Raleigh, NC
Raleigh, NC
Raleigh, NC
Johnson City, TN
Raleigh, NC
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