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EL

Edward G. Link

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CRD#: 1043476
EL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward George Link JR, who also goes by Jay Link, was a registered financial advisor .

Edward is a previously registered financial advisor and started their career in finance in 1983. Edward had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jay Link

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 5, 1999 - December 31, 2002

KARDIA, INC.

RIA
CRD#: 121866
FRANKLIN, IN
Past

February 5, 1999 - August 1, 2014

KARDIA, INC.

RIA
CRD#: 121866
MOORESVILLE, IN
Past

July 3, 1984 - July 7, 1986

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291
Past

May 16, 1984 - July 12, 1984

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
Past

June 22, 1983 - March 20, 1984

BOARDWALK CAPITAL CORPORATION

BD
CRD#: 10279
Past

June 22, 1983 - May 10, 1988

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/2/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


KI
KARDIA, INC.
EDWARD GEORGE LINK, JR. | FAMILY WEALTH COUNSELORS OF AMERICA, INC. | FAMILY WEALTH COUNSELORS OF AMERICA, LLC | KARDIA, INC.

CRD#: 121866 / SEC#:

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Contact information


Main Address
5237 State Road 144, Mooresville, IN 46158
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KARDIA, INC.

CRD#: 121866

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