Jim PinkstonCRD Number: 1996972
Current Firm: Private Advisor Group, LLC
Jim Pinkston (CRD# 1996972) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fishers, IN and has over 31 years of experience in the finance industry. Jim Pinkston 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.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Private Advisor Group, LLC||Fishers, IN||Sep 2019 - Current||2|
|Lpl Financial LLC||Fishers, IN||Jun 1997 - Current||25|
|Gimbal Financial LLC||Fishers, IN||Feb 2012 - Oct 2019||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1991|
Total Assets Under Management33,941MILLIONS
Total Number of Accounts116,249ACCOUNTS
Average Account Value$291,965
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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