Unclaimed
Brian Blankinship is a registered Investment Advisor Representative with Pettyjohn, Wood & White, Inc. Brian has been in the industry since 1998 and has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The advisor holds Series 7, 63, and 65 licenses. Brian previously worked for BB&T Investment Services, Inc., Wachovia Securities, LLC, and First Union Capital Markets Corp. Pettyjohn, Wood & White, Inc. provides portfolio management services for individuals and businesses, as well as financial planning services. The firm charges hourly and fixed fees, as well as a percentage of assets.
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.
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.
Hourly and fixed fees for financial planning services
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2
VA
11/08/2007 - Present
Pettyjohn, Wood & White, Inc. (LYNCHBURG VA)
VA
03/28/2006 - 01/05/2007
BB&T INVESTMENT SERVICES, INC. (LYNCHBURG VA)
MO
10/01/1999 - 03/17/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/03/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 12/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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