KL
KL

Kevin Link

23 Years of Experience
Columbia, MD
BrokerSells Insurance

Kevin Link is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MD, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8850 Stanford Blvd Ste 2300, Columbia, MD, 21045

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kevin is an independent insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this. He is also the President/Owner of Link Financial Corp, where he spends nearly full-time selling fixed insurance and securities products, and a volunteer for St. Agnes Hospital Charitable Foundation, spending minimal time attending meetings.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
August 2016 - June 2021 · 4 yrs 10 mos
Voya Financial Advisors, INC.Broker
April 2009 - June 2021 · 12 yrs 2 mos
Sagepoint Financial, INC.Broker
October 2008 - April 2009 · 6 mos
American General Securities IncorporatedBroker
January 2003 - October 2008 · 5 yrs 9 mos
State Registrations16 states
AZCACODCDEFLIDKSMDNCNJNYPASCTNVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Link - Financial Advisor | TrueAdvisor