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TRUE LINK FINANCIAL ADVISORS, LLC
TRUE LINK FINANCIAL ADVISORS, LLC
TRUE LINK FINANCIAL ADVISORS
SAN FRANCISCO, California
·
7 registered advisors
·
CRD# 281870
SEC# 801-114179
6
866-984-8576
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TRUE LINK FINANCIAL ADVISORS, LLC
7 registered advisors
Carol A Aguada-Hallberg
SAN FRANCISCO, California
CRD# 2888533
Claire Christie Mcdonnell
SAN FRANCISCO, California
CRD# 6573532
George Edward Guerrero
SAN FRANCISCO, California
CRD# 2606342
George Shehata
SAN FRANCISCO, California
CRD# 5633513
Jessica Wendy Rossman
SAN FRANCISCO, California
CRD# 7244840
Kai Heimer Stinchcombe
SAN FRANCISCO, California
CRD# 6573531
Scott William Parker
SAN FRANCISCO, California
CRD# 2729963
05
Office Locations
SAN FRANCISCO, California
7 advisors
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Data sourced from SEC Form ADV filings. TRUE LINK FINANCIAL ADVISORS, LLC (CRD# 281870) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.