Susan R. Linkous

THE LINKOUS GROUP, LTD.

FOUNTAIN HILLS, AZ 85268

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CRD#: 2938653

Professional summary

Susan R Linkous, AIF®, who also goes by Susan Linkous Giacoppo, Susan Rae Giacoppo, is a registered financial advisor currently at THE LINKOUS GROUP, LTD. located in Fountain Hills, Arizona and LPL FINANCIAL LLC located in Fountain Hills, Arizona.

Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Susan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Linkous Giacoppo | Susan Rae Giacoppo

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.

1. 4/15/2002 - NON-VARIABLE INSURANCE DBA - THE LINKOUS GROUP, LTD. - INSURANCE. 2. 4/22/2002 - DBA ONLY - THE LINKOUS GROUP, LTD. 3. 2/24/2006 - REGISTERED INVESTMENT ADVISOR - THE LINKOUS GROUP, LTD. 4. 4/23/2012 - OTHER-NOTARY PUBLIC - SUSAN R. LINKOUS - I AM A NOTARY PUBLIC. I PROVIDE SERVICE FREE TO MY CLIENTS. NO INCOME DERIVED, NO ADVERTISING. - TIME SPENT 1%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan R Linkous's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 7, 2003 - Present

THE LINKOUS GROUP, LTD.

Office #1: 13225 N. Verde River Dr. Suite 203, Fountain Hills, AZ 85268

RIA

CRD#: 122557

FOUNTAIN HILLS, AZ

Current

April 10, 2002 - Present

LPL FINANCIAL LLC

Office #1: 13225 N. Verde River Dr. #203, Fountain Hills, AZ 85268

RIA

CRD#: 6413

Fountain Hills, AZ

Past

April 10, 2002 - July 3, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

SCOTTSDALE, AZ

Past

October 31, 2001 - April 11, 2002

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

February 1, 2001 - October 26, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

February 4, 1999 - January 30, 2001

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

September 16, 1997 - September 3, 1998

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 16, 1997 - September 3, 1998

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(1/8/2015)

Arizona
(4/10/2002)

IAR

Arizona
(4/7/2003)

California
(10/24/2025)

Colorado
(1/24/2013)

Florida
(3/16/2016)

Hawaii
(11/4/2025)

Indiana
(8/17/2004)

Massachusetts
(4/13/2012)

Michigan
(4/10/2002)

Oregon
(1/8/2013)

IAR

Texas
(3/3/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/1/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/29/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/16/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

THE LINKOUS GROUP, LTD.

CRD#: 122557 / SEC#:

Arizona

Registered Investment Advisory firm - (3/31/2003 Approved)

Texas

Registered Investment Advisory firm - (3/3/2015 Conditional Restricted)

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Contact information

Main Address

13225 N. Verde River Dr. Suite 203, Fountain Hills, AZ 85268

Mailing Address

Phone number

(480) 836-2326

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 54,777,231

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Susan R. Linkous

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan R Linkous's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVESTMENT PROFESSIONALS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

BANC ONE SECURITIES CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/1/2000

Series 63

Date: 8/29/1997

SIE

Date: 10/1/2018

Series 7

Date: 7/19/1999

Series 6

Date: 8/29/1997

Series 24

Date: 5/16/2002

FINRA

Current Firm

THE LINKOUS GROUP, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE LINKOUS GROUP, LTD.

TRUST BUT VERIFY

Contact information

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