AL
AL

Amanda Link

21 Years of Experience
Vernon Hills, IL
Broker

Amanda Link is a registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

300 N. Milwaukee Avenue, Vernon Hills, IL, 60061

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Amanda is affiliated with BCU Wealth Advisors, LLC, functioning as a DBA for LPL business and a Registered Investment Advisor. She provides administrative support to BCU Wealth Advisors, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
LPL Financial LLC
June 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 10 mos
Bcu Wealth Advisors, LLC
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
June 2019 - June 2023 · 4 yrs
Aig Capital Services, INC.Broker
December 2007 - April 2019 · 11 yrs 4 mos
American Skandia Marketing, INC.Broker
June 2006 - November 2007 · 1 yr 5 mos
Allstate Distributors, L.L.C.Broker
February 2004 - June 2006 · 2 yrs 4 mos
State Registrations34 states
ALARAZCACODEFLGAHIILINKSLAMAMDMIMNMOMSNCNHNMNYOHORPASCSDTXUTVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.