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Adam Link

9 Years of Experience
Davenport, IA
Broker

Adam Link is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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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.

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Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - February 2022 · 4 yrs
Invest Financial CorporationBroker
November 2017 - February 2018 · 3 mos
Pruco Securities, LLC.Broker
August 2016 - October 2017 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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