Best Investors Account Sign in
Inactive

Scott Ryan Miller

Linch Financial, LLC

Plano, TX

Southlake, TX

CRD 1693970

Claim This Profile
Employer firm

Linch Financial, LLC CRD 168464

$40.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Linch Financial, Llc

Southlake, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-05-25
  • TX RA
    APPROVED
    Since 2018-05-25

Branch Locations

Plano, TX • United States

Southlake, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Integrity Publishing Solutions Plano TX 09/2017 11/2017
Rightnow Ministries Mckinney TX 03/2010 07/2017
Linch Financial, Llc Plano TX 05/2018 Present
Unemployed Plano TX 11/2017 05/2018
  • 09/2017 → 11/2017
    Integrity Publishing Solutions
    Plano, TX
  • 03/2010 → 07/2017
    Rightnow Ministries
    Mckinney, TX
  • 05/2018 → Present
    Plano, TX
  • 11/2017 → 05/2018
    Unemployed
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-19
S63 Uniform Securities Agent State Law Examination 1987-08-04
  • S65 Uniform Investment Adviser Law Examination
    2017-09-19
  • S63 Uniform Securities Agent State Law Examination
    1987-08-04

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor