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LinkedIn | lvalente@kbfcllc.com

Linda joined KB Financial in 2005 with more than 10 years of diverse operations experience. At KB, Linda is responsible for the day-to-day management of the investment operations. She acts as the firm’s liaison with Charles Schwab and third-party money managers. Linda is also responsible for client reporting.

Linda enjoys traveling and spending time at the beach with her family. She resides in Colts Neck, NJ.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

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501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
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KB Financial Partners LLC - Broker Dealer Disclosure

Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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