David E Link
Investment adviser representative at Charles Schwab & Co., Inc.
22 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you David E Link? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
22 years in the industry.
- Charles Schwab & Co., Inc.Dec 2024 to now
- Pruco Securities, LLCMar 2023 to Dec 2024
- The Prudential Insurance Company of AmericaMar 2023 to Dec 2024
- MML Investors Services, LLCMar 2017 to Mar 2023
- Metlife Group IncOct 2004 to Mar 2023
- Metlife Securities Inc.Oct 2004 to Mar 2023
- Metropolitan Life Insurance CompanyOct 2004 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1948400
- Firm CRD
- 5393