Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim David Pinkston is a financial advisor in Fishers, Indiana. Jim has been working in the financial services industry since 1989. Jim is currently registered with Private Advisor Group, LLC and has been with the firm since 2019. Jim is also a Certified Financial Planner. Jim has been registered with LPL Financial since 1997 and Gimbal Financial LLC since 2012. Jim is licensed in Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, Oregon, South Carolina, Texas, Utah, Virginia, and Wisconsin. Jim specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Jim's experience and qualifications make him a valuable resource for clients seeking comprehensive financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
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2
IN
07/22/2024 - Present
Private Advisor Group, LLC (Fishers IN)
IN
05/15/1992 - 06/16/1997
ISU SECURITIES, INC. (FISHERS IN)
MN
10/25/1989 - 04/29/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1989 - 04/29/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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