Unclaimed Profile

Brian Kent Pinkston

BRIGHT ROAD WEALTH MANAGEMENT, LLC·ANCHORAGE, Alaska

Series 7, Series 9, Series 10, Series 24, Series 63, Series 66CFP CFAClean record22 years registeredBRIGHT ROAD WEALTH MANAGEMENT, LLC

405 W. 36TH AVENUE, ANCHORAGE, AK 99503CRD# 2916032Firm CRD# 164408

Profile Verification

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

Identity

Brian Kent Pinkston · ANCHORAGE, AK

Registration

CRD #2916032 · BRIGHT ROAD WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

BRIGHT ROAD WEALTH MANAGEMENT, LLC

Jun 2012 – present

DIMENSIONAL FUND ADVISORS LP

Sep 2010 – Jun 2012

AUSTIN, TX

CHARLES SCHWAB & CO., INC.

Apr 2009 – Jul 2010

AUSTIN, TX

401(K) INVESTMENT ADVISORS

Oct 2007 – Dec 2008

AUSTIN, TX

CHARLES SCHWAB & CO., INC.

Sep 2003 – Oct 2007

ANCHORAGE, AK

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · September 12, 2003

Years registered · 22

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHT ROAD WEALTH MANAGEMENT, LLC

CRD 164408 · SEC 801-117890

AUM

$284M

Regulatory assets under management

Employees

1,637 client accounts

Services offered by BRIGHT ROAD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIGHT ROAD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Kent Pinkston offer?

Brian Kent Pinkston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANCHORAGE, Alaska for a consultation.

What are Brian Kent Pinkston's credentials?

Brian Kent Pinkston holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Kent Pinkston located?

Brian Kent Pinkston is based in ANCHORAGE, Alaska, working with BRIGHT ROAD WEALTH MANAGEMENT, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.

How does Brian Kent Pinkston charge for services?

Brian Kent Pinkston's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHT ROAD WEALTH MANAGEMENT, LLC?

BRIGHT ROAD WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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