Carl Pinkard is a CFP-designated registered investment advisor, based in Carlsbad, CA, with 22 years of industry experience.
Location
1903 Wright Place, Suite 180, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carl is a principal at AKT Services, LLP, a holding company, since 2013, but spends no time on it. He is also a business affiliate with Aldrich Capital Advisors LP, dedicating a few hours per week to M&A Consulting & Investment Banking.
Employment History
Current Registrations
Pacific Coast Capital, LLCBroker
Aldrich Wealth LP
Previous Registrations
Akt Wealth Advisors, LP
Glt Wealth Advisors INC
Financial Planning for Generations, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations3 states
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