PW
Peter J. Wall
TRUE LINK FINANCIAL ADVISORS
GOLDEN, CO 80401
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CRD#: 6143107
PW
Professional summary
Peter Joshua Wall is a registered financial advisor currently at TRUE LINK FINANCIAL ADVISORS located in Golden, Colorado.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Peter has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
BALLYQUIN MUSIC LLC; NOT INV. RELATED;7188 S Owens St, Littleton CO 80127; OWNER; START DATE 1999; 10 HRS/MO. ZERO HOURS DURING TRADING; SELF EMPLOYED MUSICIAN.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Joshua Wall'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®
NoneExperience
Current
February 14, 2019 - Present
TRUE LINK FINANCIAL ADVISORS
Office #1: 1120 Washington Ave. Suite 200, Room 108, Golden, CO 80401RIA
CRD#: 281870
GOLDEN, CO
Past
July 8, 2013 - April 4, 2018
BOK FINANCIAL SECURITIES, INC.
RIA
CRD#: 17530
DENVER, CO
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".
TL
TRUE LINK FINANCIAL ADVISORS
TRUE LINK | TRUE LINK FINANCIAL ADVISORS, LLC | TRUE LINK FINANCIAL ADVISORS LLC | TRUE LINK FINANCIAL ADVISORS | TRUE LINK FINANCIAL
CRD#: 281870 / SEC#: 801-114179
RIA
Registered Investment Advisory firm - (10/24/2018 Approved)California
Registered Investment Advisory firm - (3/15/2019 Terminated)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.Highlighted states indicate IAR registrations
IAR
Colorado(2/14/2019)
Current Firm
TL
TRUE LINK FINANCIAL ADVISORS
TRUE LINK | TRUE LINK FINANCIAL ADVISORS, LLC | TRUE LINK FINANCIAL ADVISORS LLC | TRUE LINK FINANCIAL ADVISORS | TRUE LINK FINANCIAL
CRD#: 281870 / SEC#: 801-114179
RIA
Registered Investment Advisory firm - (10/24/2018 Approved)California
Registered Investment Advisory firm - (3/15/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
505 Montgomery St. 11th Floor, San Francisco, CA 94111
Mailing Address
Po Box 581, San Francisco, CA 94104
Phone number
(855) 435-5140
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,065 |
| AUM (Assets Under Management) | $ 1,348,767,425 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/27/2024 | ||
| 11/27/2023 | ||
| 09/29/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUE LINK FINANCIAL ADVISORS
CRD#: 281870Golden, CO 80401TRUST BUT VERIFY
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