Unclaimed Profile

Jim David Pinkston

GIMBAL FINANCIAL, LLC·FISHERS, Indiana

SIE, Series 7, Series 24, Series 63CFPClean record29 years registeredGIMBAL FINANCIAL, LLC

10100 LANTERN ROAD, SUITE 200, FISHERS, IN 46037CRD# 1996972Firm CRD# 159003

Profile Verification

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

Identity

Jim David Pinkston · FISHERS, IN

Registration

CRD #1996972 · GIMBAL FINANCIAL, LLC · 29 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Oct 2019 – present

GIMBAL FINANCIAL, LLC

Oct 2011 – Nov 2020

FISHERS, IN

LPL FINANCIAL LLC

Jun 1997 – Jun 2013

FISHERS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · June 6, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIMBAL FINANCIAL, LLC

CRD 159003 · SEC 801-110875

AUM

$210M

Regulatory assets under management

Employees

718 client accounts

Services offered by GIMBAL FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GIMBAL FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jim David Pinkston offer?

Jim David Pinkston specializes in Investment Management, Fee-Only Advisory. Contact their office in FISHERS, Indiana for a consultation.

What are Jim David Pinkston's credentials?

Jim David Pinkston holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jim David Pinkston located?

Jim David Pinkston is based in FISHERS, Indiana, working with GIMBAL FINANCIAL, LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.

How does Jim David Pinkston charge for services?

Jim David Pinkston'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 GIMBAL FINANCIAL, LLC?

GIMBAL FINANCIAL, LLC has approximately 5 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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