Sean
Linder
Prepared Retirement Institute LLC
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About this Advisor
Sean Linder is a chartered financial analyst operating out of Lansdale, Pennsylvania with a total of 3 years of industry experience. Linder is an advisor for Prepared Retirement Institute LLC. During their career, the advisor has held roles at M Holdings Securities, Inc, Mfp Strategies, Corbenic Partners, LLC, Purshe Kaplan Sterling Investments, Prepared Retirement Institute LLC and Sjl Rentals LLC. Linder holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Prepared Retirement Institute LLC is a registered investment firm headquartered in Lansdale, PA. It oversees $191 million in total assets across its 650 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 650 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on the type of services. Fee types billed by Prepared Retirement Institute LLC most likely consist of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prepared Retirement Institute LLC Brokerage Details
$190,864,571
7
650
$293,638
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sean Linder Work History
Sean has been registered as a financial advisor for 3 years.*
Prepared Retirement Institute LLC
Sjl Rentals LLC
Mfp Strategies
Corbenic Partners, LLC
Purshe Kaplan Sterling Investments
M Holdings Securities, Inc
*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 Sean Linder 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 Prepared Retirement Institute LLC
Lansdale, PA
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