A complete list of active advisors currently associated with WealthLynk, Inc.
Warmer can help you find a great advisor at WealthLynk, Inc. or one who fits your needs even better.
The firm provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients and also accepts charitable organization clients. Financial planning is provided to existing clients at no additional fee and portfolio guidance is typically memorialized in an Investment Policy Statement. WealthLynk delivers tailored, non‑discretionary recommendations using long‑term strategies and multiple methods of analysis (including fundamental analysis, charting, and modern portfolio theory) and conducts at least quarterly account reviews. The firm does not accept trading discretion and implements trades only after obtaining client consent, which can affect execution timing and outcomes. Noteworthy aspects include an unusually high client load for a single‑advisor independent firm (216 clients) and regulatory assets that are almost entirely non‑discretionary (listed as $97,442,283), both of which influence how trades are aggregated and executed. The principal is also a licensed insurance agent (creating disclosed commission‑related conflicts) and the firm prefers a particular custodian for operational convenience while accommodating client‑directed custody.
To learn more about the advisors currently working at WealthLynk, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fallbrook, CA
| 19
|
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