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Detailed Report
JOHN JOSEPH LINK JR
JOHN JOSEPH JR LINK
CRD#: 2932040
IA
Investment Adviser
B
Broker
THE WEALTH CONSULTING GROUPCRD#: 173194 18831 BARDEEN AVE #201
Irvine, CA 92612
LPL FINANCIAL LLCCRD#: 6413 3 PARK PLAZA SUITE 1700
IRVINE, CA 92614
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2012 - 2013 (1 year)2 FIRMS2000 - 2005 (4 years)2 FIRMS2014 - 2016 (1 year)IATHE WEALTH CONSULTING GROUP (CRD# 173194)2017 - Present (7 years)BLPL FINANCIAL LLC (CRD# 6413)2016 - Present (8 years)BGIRARD SECURITIES, INC. (CRD# 18697)2013 - 2014 (1 year)BLPL FINANCIAL LLC (CRD# 6413)2011 - 2013 (1 year)BSECURIAN FINANCIAL SERVICES, INC. (CRD# 15296)2006 - 2009 (2 years)BLEGACY FINANCIAL SERVICES, INC. (CRD# 38697)1999 - 2000 (1 year)BH.D. VEST INVESTMENT SECURITIE... (CRD# 13686)1998 - 1999 (1 year)IALEVEL FOUR ADVISORY SERVICES (CRD# 134086)2016 - 2017 (<1 year)
License(s)

State Registrations

B
Arizona 8/31/2016
IA
California 10/20/2017
B
California 8/31/2016

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE WEALTH CONSULTING GROUP (CRD#:173194)
18831 BARDEEN AVE #201, Irvine, CA 92612
Registered with this firm since 10/20/2017
B
LPL FINANCIAL LLC (CRD#:6413)
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Registered with this firm since 8/31/2016
Previous Registration(s)
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IA
 09/30/2016 - 07/13/2017 LEVEL FOUR ADVISORY SERVICES (CRD#:134086) Irvine, CA
IA
 11/25/2014 - 12/08/2016 FINANCIAL MANAGEMENT NETWORK INC (CRD#:110454) MISSION VIEJO, CA
B
 11/25/2014 - 06/22/2016 FMN CAPITAL CORPORATION (CRD#:38105) Irvine, CA
B
 02/28/2013 - 11/24/2014 GIRARD SECURITIES, INC. (CRD#:18697) IRVINE, CA
IA
 03/29/2012 - 07/10/2013 PENCE WEALTH MANAGEMENT CORPORATION (CRD#:146599) NEWPORT BEACH, CA
IA
 01/24/2012 - 03/06/2013 LPL FINANCIAL LLC (CRD#:6413) NEWPORT BEACH, CA
B
 05/09/2011 - 03/06/2013 LPL FINANCIAL LLC (CRD#:6413) NEWPORT BEACH, CA
B
 10/23/2006 - 03/05/2009 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) NEWPORT BEACH, CA
IA
 10/27/2000 - 01/22/2005 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) NEWPORT BEACH, CA
B
 10/11/2000 - 01/22/2005 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) FORT MILL, SC
B
 07/29/1999 - 10/20/2000 LEGACY FINANCIAL SERVICES, INC. (CRD#:38697) PETALUMA, CA
B
 01/09/1998 - 07/19/1999 H.D. VEST INVESTMENT SECURITIES, INC. (CRD#:13686) DALLAS, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.