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Jim David Pinkston

GIMBAL FINANCIAL, LLC·FISHERS, Indiana
Clean recordGIMBAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jim David Pinkston is a registered financial advisor based in FISHERS, Indiana, affiliated with GIMBAL FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GIMBAL FINANCIAL, LLC
GIMBAL FINANCIAL, LLC
AUM
$210M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1996972
Firm CRD# 159003
View on FINRA BrokerCheck →

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05

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