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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl James Pinkard is a financial advisor currently registered with Aldrich Wealth LP in Carlsbad, California. Carl has been in the industry since 2003 and holds licenses in both California and Texas. Carl is a Certified Financial Planner and has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Carl specializes in financial planning, portfolio management, and tax services. Carl has previously worked with LINSCO/PRIVATE LEDGER CORP. and AKT Wealth Advisors, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/08/2020 - Present
Aldrich Wealth LP (CARLSBAD CA)
SC
11/28/2002 - 10/31/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 12/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2019
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/07/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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