Donald Link
Donald Link is a CFP-designated registered investment advisor at LPL Financial LLC, based in Florham Park, NJ, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
30 Columbia Turnpike Ste 101, Florham Park, NJ, 07932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a financial representative selling non-variable insurance since 2017, dedicating minimal time. He is also an agent at Madison Brokerage Corp since 2023, and spends full-time hours at Link Financial LLC and NewEdge Advisors as a registered investment advisor.
Employment History
Current Registrations
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ws Griffith Securities, INC.Broker
State Registrations9 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.