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Susan R Linkous

The Linkous Group, Ltd.

Fountain Hills, AZ

CRD 2938653

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Employer firm

The Linkous Group, Ltd. CRD 122557

$55.2M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • RETIREMENT OR EMPLOYEE BENEFITS PLAN SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
The Linkous Group, Ltd.

13225 N. Verde River Dr. Suite 203, Fountain Hills, AZ 85268 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-03-03
AZ RA APPROVED 2003-04-07
  • TX RA
    APPROVED_RES
    Since 2015-03-03
  • AZ RA
    APPROVED
    Since 2003-04-07

Branch Locations

13225 N. Verde River Dr. Suite 203, Fountain Hills, AZ 85268 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger Fountain Hills AZ 04/2002 Present
The Linkous Group, Ltd. Fountain Hills AZ 02/2004 Present
  • 04/2002 → Present
    Linsco/Private Ledger
    Fountain Hills, AZ
  • 02/2004 → Present
    Fountain Hills, AZ
Other Businesses

1. 4/15/2002 - NON-VARIABLE INSURANCE DBA - THE LINKOUS GROUP, LTD. - INSURANCE. 2. 4/22/2002 - DBA ONLY - THE LINKOUS GROUP, LTD. 3. 2/24/2006 - REGISTERED INVESTMENT ADVISOR - THE LINKOUS GROUP, LTD. 4. 4/23/2012 - OTHER-NOTARY PUBLIC - SUSAN R. LINKOUS - I AM A NOTARY PUBLIC. I PROVIDE SERVICE FREE TO MY CLIENTS. NO INCOME DERIVED, NO ADVERTISING. - TIME SPENT 1%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-01
S63 Uniform Securities Agent State Law Examination 1997-08-29
  • S66 Uniform Combined State Law Examination
    2000-05-01
  • S63 Uniform Securities Agent State Law Examination
    1997-08-29
Other Names
  • Susan Rae Giacoppo
  • Susan Linkous Giacoppo

View on SEC IAPD

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