Brad Linch in

Brad Linch

Balancer · DISC type S
Founder / President / Chief Portfolio Manager / Investment Adviser at Linch Financial, LLC
📍 Southlake, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Founder / President / Chief Portfolio Manager / Investment Adviser
Job Level
Leadership
Location
Southlake, Texas, United States
Personality Overview

How Brad shows up

Diplomatic
Process-Oriented
Empathetic

They are comfortable taking long term decisions. They are courteous and respectful but practical. They like following the process even if it takes time to reach any conclusion.

Priorities

Topics Brad cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2013
Founder / President / Chief Portfolio Manager / Investment Adviser
Linch Financial, LLC
1-2005 - 9-2013
Registered Representative / Investment Adviser Representative
First Western Securities
1-1997 - 1-2005
Investment Consultant/VP Investments
Prospera Financial
8-1994 - 12-1996
Investment Adviser
Edward Jones
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1992 - 1994
Bachelor of Business Administration (BBA)
The University of Texas at Arlington
1988 - 1991
Education details unavailable
Chaminade University of Honolulu
8-1983 - 5-1987
Education details unavailable
Duncanville High School
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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