Linda L. Hinkel

Some features on this profile are disabled

CRD#: 4906722

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.

Linda Li Hinkel, CFP®, who also goes by Linda Hinkel, was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 2005. Linda had worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Linda Hinkel

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) Johnson Bixby & Associates, LLC. 275 W 3rd St, Ste 600, Vancouver, WA 98660. RIA. 173 hrs/mo; 80 during trading hrs. 2) Linda L Hinkel. 9936 Bexley Drive, Sacramento, CA 95827. Owner/landlord of a 5BR/#BA residential property located at 9936 Bexley Drive, Sacramento, CA 95827. Advertise & fill vacancies with qualified tenants, collect rent, oversee repairs/maintenance, etc. 3 hrs/mo; 0 during trading hrs. 3) Linda Hinkel. 138 Athens St, San Francisco, CA 94112. Owner/landlord ofa 2 BR/1BA SFR residential rental property located at 138 Athens Street, San Francisco, CA 94112. Advertise & fill vacancies with qualified tenants, collect rent, oversee repairs/maintenance, etc. 3 hrs/mo; 0 during trading hrs.

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®

CFP^®

Certified Financial Planner

RIA

CRD#: 5475

SAN FRANCISCO, CA

Past

March 21, 2008 - July 22, 2016

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN FRANCISCO, CA

Past

February 25, 2005 - September 18, 2006

E*TRADE SECURITIES LLC

CRD#: 29106

RANCHO CORDOVA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 Approved)

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.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/3/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/18/2005

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: 2/11/2005

General Securities Representative Examination

Current Firm

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

275 West Third Street Suite 600, Vancouver, WA 98660

Mailing Address

Phone number

(360) 695-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,142
AUM (Assets Under Management)	$ 789,526,420

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Linda L. Hinkel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

USAA FINANCIAL PLANNING SERVICES

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

JOHNSON BIXBY

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2008

Series 63

Date: 2/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/11/2005

Current Firm

JOHNSON BIXBY

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON BIXBY

TRUST BUT VERIFY

Similar Advisors