Carl Pinkard (CRD# 4596300) is an Investment Advisor Representative working at Aldrich Wealth LP in Carlsbad, CA and has over 21 years of experience in the finance industry. Carl Pinkard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Coast Capital, LLC | Carlsbad, CA | Apr 2020 - Current | 4 |
| Aldrich Wealth LP | Carlsbad, CA | Jan 2017 - Current | 7 |
| Akt Wealth Advisors, LLC | Carlsbad, CA | Jan 2007 - Jan 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- CA
- TX
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Total Assets Under Management5,572MILLIONS
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Total Number of Accounts2,352ACCOUNTS
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Average Account Value$2,369,152
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, FL, ID, LA, MO, MT, NE, NH, OR, TX, UT, WA
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