Unclaimed Profile

Sarah Jane Zink

BRIGHT INVESTMENTS, LLC·AUBURN, Alabama

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 53, Series 55, Series 63, Series 65, Series 87Clean record23 years registeredBRIGHT INVESTMENTS, LLC

570 DEVALL DRIVE, AUBURN, AL 36832CRD# 2602716Firm CRD# 269955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Jane Zink · AUBURN, AL

Registration

CRD #2602716 · BRIGHT INVESTMENTS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LYONS VIEW CAPITAL, LLC

Apr 2023 – present

BRIGHT INVESTMENTS, LLC

Dec 2015 – present

AVONDALE PARTNERS, LLC

Mar 2010 – Sep 2015

NASHVILLE, TN

AVONDALE CONQUEST, LLC

Jun 2006 – Sep 2015

SAUSALITO, CA

POWELLJOHNSON

Jan 2004 – Nov 2004

NASHVILLE, TN

POWELLJOHNSON

May 2003 – Jan 2004

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 53

Series 55

Series 63

Series 65

Series 87

Registration record

First registered · May 29, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHT INVESTMENTS, LLC

CRD 269955 · SEC 801-120845

AUM

$132M

Regulatory assets under management

Employees

114 client accounts

Services offered by BRIGHT INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BRIGHT INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Sarah Jane Zink offer?

Sarah Jane Zink specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AUBURN, Alabama for a consultation.

What are Sarah Jane Zink's credentials?

Sarah Jane Zink is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Jane Zink located?

Sarah Jane Zink is based in AUBURN, Alabama, working with BRIGHT INVESTMENTS, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.

How does Sarah Jane Zink charge for services?

Sarah Jane Zink's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHT INVESTMENTS, LLC?

BRIGHT INVESTMENTS, LLC has approximately 7 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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