Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kent Pinkston is a financial advisor with Bright Road Wealth Management, LLC. Brian has been in the financial industry since 1997. Brian holds a Series 7, Series 10, Series 24, Series 63, and Series 66 licenses. Brian is also a Certified Financial Planner and Chartered Financial Analyst. Brian's primary office is in Anchorage, Alaska. Brian is a highly experienced and qualified financial advisor who can help individuals and families with their financial planning needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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AK
01/01/2013 - Present
Bright Road Wealth Management, LLC (ANCHORAGE AK)
TX
09/02/2010 - 06/05/2012
DFA SECURITIES LLC (AUSTIN TX)
TX
04/23/2009 - 07/29/2010
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
10/18/2007 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
AK
08/13/2003 - 10/17/2007
CHARLES SCHWAB & CO., INC. (ANCHORAGE AK)
TX
01/15/1999 - 10/09/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
02/02/1998 - 11/24/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
UT
08/15/1997 - 01/26/1998
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
BOTH
Issued 09/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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