Linear Financial Services


Company Info

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


About Linear Financial

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Linear Financial provides investors access to a preferred selection of mutual funds. Linear is in the business of helping individuals manage their worth. 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 Anti-Spam Policy

We are not spammers.

We are aware of our responsibilities as a good Internet citizen and are dedicated to protecting the privacy rights of other Internet citizens. We vigorously oppose the sending of unsolicited e-mail (Spam) and have made every effort within our power to discourage and prohibit the sending of Spam.

We do not allow anyone to use our products or services for the purpose of sending Spam. We have and will continue to refuse business from known spammers. If a current customer uses our products or services for the purposes of spamming anyone, their product license and/or service contract will be voided and immediately terminated.

We are highly sensitive to the privacy of each of the subscribers on the lists that we host and will not make their name, address, or any other information that they have provided us available to anyone without the subscriber's express permission. We require that each message sent out includes an easy way for the subscriber to remove themselves from the list and in cases where the subscriber cannot remove themselves from the list for whatever reason, our support staff will help them remove themselves from the list.

Definition of Spam

Spam is any unsolicited email. Any promotion, information or solicitation that is sent to a person via e-mail without their prior consent is Spam.

Examples of Spam

- Any e-mail message that is sent to a recipient who had previously signed up to receive newsletters, product information or any other type of bulk email but later Opted-out by indicating to the sender that they did not want to receive additional email, then that email is Spam.

- Any e-mail message that is sent to recipients that have had no prior association with the organization or did not agree to be e-mailed by the organization is Spam.

- Any e-mail message that is sent to a recipient without a way for a person to Opt-out or request that future mailings not be sent to them, is Spam.

- Any email message that does not have a valid email address in the reply-to line is Spam.

- Any email message that promotes an adult web site is Spam, unless the recipient has specifically requested information from that web site.

What is not Spam

- An e-mail message is NOT Spam if the recipient in anyway requested email be sent to them from the sender or the sender's organization.

- Anytime an organization sends a bulk email message to one of its customers it is NOT Spam provided that the organization offers a way for the customer to Opt-out of future mailings and that the customer did not previously Opt-out.

- An e-mail message is NOT Spam when sent to recipients who agreed to receive information or promotions from a partner organization (as long as there is a clear Opt-out option).


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.