Linear Financial Services


Company Info

Linear Financial Services is pleased to welcome you to a professional environment filled with exciting financial opportunities.


About Linear Financial

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Linear Financial is in the business of helping individuals expand their worth by investing in 4 and 5 star rated mutual funds. Whether you are planning for retirement or saving for college, Linear Financial can help you.

More Info (Learning Center)

If you have an immediate need for help, you can always call us:

Toll Free at (800) 578-6046


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Linear Financial AML Notice

Linear's Anti Money Laundering Notice

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial organizations to obtain, verify, and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask you to provide a copy of your driver's license or other identifying documents. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors.

Questions Regarding Privacy:
If you have any questions regarding this AML Notice or the Linear Financial Web site, please click here to contact us via e-mail.


References to funds and other securities investments are for informational purposes only. The information presented herein is not a solicitation. Open-ended mutual funds can only be offered through a prospectus and in States in which the broker dealer is registered to conduct business. Investments can lose value and are not guaranteed. Consult with your financial advisor regarding the suitability of any investment you may consider.
Linear Financial Services, Inc. (Member FINRA / SIPC) is located at 4 Hutton Center Drive, Suite 1000, Santa Ana, CA 92707
Phone: 800-578-6046; Fax: 800-514-0166; Email: info@linearfinance.com.