Jerome Pinckney (CRD# 1567053) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 37 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Wilmington, NC | Jul 2019 - Current | 4 |
| Providence Investment Advisors, LLC | Wilmington, NC | Dec 2007 - Current | 16 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2009 - Jun 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management1,059MILLIONS
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Total Number of Accounts6,846ACCOUNTS
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Average Account Value$154,702
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