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Cole Robert Linquist

FWG HOLDINGS, LLC·WINTER PARK, Florida
Clean recordFWG HOLDINGS, LLC
1099 W MORSE BLVD, WINTER PARK, FL 32789CRD# 6234099Firm CRD# 308968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cole Robert Linquist · WINTER PARK, FL
Registration
CRD #6234099 · FWG HOLDINGS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cole Robert Linquist is a registered financial advisor based in WINTER PARK, Florida, affiliated with FWG HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FWG HOLDINGS, LLC
FORTRESS WEALTH GROUP
AUM
$295M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at FWG HOLDINGS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 6234099
Firm CRD# 308968
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cole Robert Linquist offer?
Cole Robert Linquist specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Cole Robert Linquist's credentials?
Cole Robert Linquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Robert Linquist located?
Cole Robert Linquist is based in WINTER PARK, Florida, working with FWG HOLDINGS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Cole Robert Linquist charge for services?
Cole Robert Linquist's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FWG HOLDINGS, LLC?
FWG HOLDINGS, LLC has approximately 13 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FWG HOLDINGS, LLC

John Edward Ledford
WINTER PARK, FL
Bradley Davis Ledford
ORLANDO, FL

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Research
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