True LINK Financial Advisors LLC
Legal Name: TRUE LINK FINANCIAL ADVISORS LLC
Full Contact Details
True LINK Financial Advisors LLC
2601 MISSION STREET, SUITE 200, SAN FRANCISCO, CA
866-984-8576
Other Info
True Link Financial Advisors LLC, a DE Limited Liability Company, provides financial advisory services with a team of 11 employees, including 3 advisors. Unfortunately, the number of clients served is unknown, but the firm's SEC status is currently listed as Approved, with registration dating back to Oct 24, 2018.
Direct Owners
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CAROL A AGUADA-HALLBERG
CCO owns less than 5%
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CLAIRE CHRISTIE MCDONNELL
COO owns more than 25% but less than 50%
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GEORGE EDWARD GUERRERO
PRINCIPAL owns less than 5%
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KAI HEIMER STINCHCOMBE
CEO owns more than 25% but less than 50%
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TRUE LINK FINANCIAL INC
MANAGING MEMBER owns 75% or more
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HEATHER HAGERMAN
CCO owns less than 5%
Indirect Owners
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CLAIRE CHRISTIE MCDONNELL
SHAREHOLDER owns more than 25% but less than 50%
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KAI HEIMER STINCHCOMBE
SHAREHOLDER owns more than 25% but less than 50%