Brian Tinker, financial advisor Roanoke IN

Brian Tinker

CRD Number: 4195989
Current Firm: Org Partners
Compensation Model: Both
Brian Tinker (CRD# 4195989) is an Investment Advisor Representative working at Penniall & Associates in Pasadena, CA and has over 16 years of experience in the finance industry. Brian Tinker 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Org Partners Torrance, CA Jul 2021 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Jan 2019 - Current 5
Warner Pacific Westlake Village, CA May 2004 - Current 19
Brian Tinker Torrance, CA Oct 2002 - Current 21
Wealthshield Partners Dba Tinker Capital Pasadena, CA Sep 2020 - Jul 2021 < 1
Bridge Advisory Pasadena, CA Jul 2019 - Sep 2020 1
Penniall & Associates, Inc. Pasadena, CA Jul 2006 - Jul 2019 13
Penniall & Associates Torrance, CA Jun 2006 - Jul 2019 13
United Planners' Financial Services Scottsdale, AZ Aug 2009 - Dec 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Brian R. Tinker
Phone Number: 260-469-9173
Advisor Website: http://penniall.com
Registered State(s):
  • CA
  • CO
  • NV
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    895
    MILLIONS
  • Total Number of Accounts
    2,917
    ACCOUNTS
  • Average Account Value
    $306,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MO, MS, MT, NC, NE, NH, NV, NY, OH, PA, SC, TX, VI, VT, WA, WI

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