Bradley D. Linch
Professional summary
Bradley Dowell Linch, who also goes by Brad Linch, is a registered financial advisor currently at LINCH FINANCIAL, LLC located in Southlake, Texas.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bradley has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Dowell Linch's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2013 - Present
LINCH FINANCIAL, LLC
October 1, 2007 - October 2, 2013
FIRST WESTERN SECURITIES, INC.
January 3, 2005 - October 2, 2013
FIRST WESTERN SECURITIES, INC.
December 16, 1996 - December 31, 2004
PROSPERA FINANCIAL SERVICES, INC.
October 18, 1994 - October 17, 1996
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2013)
Exams
Current Firm
LINCH FINANCIAL, LLC
CRD#: 168464 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 39,520,786 |
Red Flags
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