Unclaimed Profile

Carl James Pinkard

ALDRICH WEALTH, LIMITED PARTNERSHIP·LAKE OSWEGO, Oregon

SIE, Series 7, Series 24, Series 28, Series 63, Series 66, Series 79TOCFPClean record23 years registeredALDRICH WEALTH, LIMITED PARTNERSHIP

5665 SW MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 4596300Firm CRD# 147200

Profile Verification

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

Identity

Carl James Pinkard · LAKE OSWEGO, OR

Registration

CRD #4596300 · ALDRICH WEALTH, LIMITED PARTNERSHIP · 23 years registered

Brand Profile

Not yet started

Career History

ALDRICH WEALTH LP

Jun 2008 – present

AKT WEALTH ADVISORS, LP

May 2007 – Jul 2008

CARLSBAD, CA

GLT WEALTH ADVISORS INC

Oct 2006 – May 2007

CARLSBAD, CA

FINANCIAL PLANNING FOR GENERATIONS, INC.

Mar 2004 – Aug 2006

WESTLAKE VILLAGE, CA

LINSCO/PRIVATE LEDGER CORP.

Jan 2003 – Oct 2003

CAMARILLO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 66

Series 79TO

Registration record

First registered · January 2, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALDRICH WEALTH, LIMITED PARTNERSHIP

CRD 147200 · SEC 801-69190

AUM

$5.6B

Regulatory assets under management

Employees

2,352 client accounts

Services offered by ALDRICH WEALTH, LIMITED PARTNERSHIP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALDRICH WEALTH, LIMITED PARTNERSHIP →

Introduction

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Frequently Asked Questions

What services does Carl James Pinkard offer?

Carl James Pinkard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Carl James Pinkard's credentials?

Carl James Pinkard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Carl James Pinkard located?

Carl James Pinkard is based in LAKE OSWEGO, Oregon, working with ALDRICH WEALTH, LIMITED PARTNERSHIP. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Carl James Pinkard charge for services?

Carl James Pinkard's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALDRICH WEALTH, LIMITED PARTNERSHIP?

ALDRICH WEALTH, LIMITED PARTNERSHIP has approximately 40 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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