Troy Linaker
Troy Linaker is a registered investment advisor at Wells Fargo Advisors, based in Anaheim, CA, with 38 years of industry experience. Troy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2400 E Katella Ave Ste 1000, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2017Customer Dispute
December 2002Customer Dispute
November 2001Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential-Bache Securities INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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