LINDER FINANCIAL SERVICES, INC.
CRD #117861 SEC #801-120573 ALPHARETTA, GA 770-696-4470
SEC Registered
Total AUM
$163.6M
Discretionary
$0
Employees
4
Clients
--
Accounts
109
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Morell, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morell, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morell, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morell, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morell, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Morell, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LINDER FINANCIAL SERVICES, INC. | DE | PRESIDENT | D | Control |
| LINDER FINANCIAL SERVICES, INC. | DE | PRESIDENT | D | Control |
| LINDER FINANCIAL SERVICES, INC. | DE | PRESIDENT | D | Control |
| LINDER FINANCIAL SERVICES, INC. | DE | PRESIDENT | D | Control |
| LINDER FINANCIAL SERVICES, INC. | DE | PRESIDENT | D | Control |
| LINDER FINANCIAL SERVICES, INC. | DE | PRESIDENT | D | Control |
| LINDER, TOBY, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LINDER, TOBY, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LINDER, TOBY, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LINDER, TOBY, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LINDER, TOBY, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LINDER, TOBY, LEE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SILVERMAN, MARCI, GALE | I | PRESIDENT | D | Control |
| SILVERMAN, MARCI, GALE | I | PRESIDENT | D | Control |
| SILVERMAN, MARCI, GALE | I | PRESIDENT | D | Control |
| SILVERMAN, MARCI, GALE | I | PRESIDENT | D | Control |
| SILVERMAN, MARCI, GALE | I | PRESIDENT | D | Control |
| SILVERMAN, MARCI, GALE | I | PRESIDENT | D | Control |
| LINDER, BERND | I | CEO AND PRESIDENT EMERITUS | C | Control |
| LINDER, BERND | I | CEO AND PRESIDENT EMERITUS | C | Control |
| LINDER, BERND | I | CEO AND PRESIDENT EMERITUS | C | Control |
| LINDER, BERND | I | CEO AND PRESIDENT EMERITUS | C | Control |
| LINDER, BERND | I | CEO AND PRESIDENT EMERITUS | C | Control |
| Morell, Lori | I | VICE PRESIDENT | C | Control |
| Morell, Lori | I | VICE PRESIDENT | C | Control |
| Morell, Lori | I | VICE PRESIDENT | C | Control |
| Morell, Lori | I | VICE PRESIDENT | C | Control |
| Morell, Lori | I | VICE PRESIDENT | C | Control |
| Morell, Lori | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Feb 9, 2025 REGISTERED
Notice Filings (5)
FL GA NC SC TX
Address
308 MAXWELL RDSUITE 300
ALPHARETTA, GA 30009
United States
Phone: 770-696-4470