LR
CFP
LR
CFP

Laine Rinker

19 Years of Experience

Laine Rinker is a CFP-designated registered investment advisor at Arkenstone Financial, LLC, based in La Quinta, CA, with 19 years of industry experience. Laine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 141 clients with $97M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
141 clients
Average Client Portfolio
$688K average
Assets Under Management
$97.0M

Fee Structure

Investment management only (planning not offered)

Arkenstone Financial manages investments through wrap fee programs. See the Wrap Fee Program Brochure for details.

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Location

La Quinta, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Laine is the President, Owner, and Operator of Rinker Financial, providing mortgages for 1st and 2nd trust deeds. This activity takes about a quarter of Laine's time.

Employment History
Current Registrations
Arkenstone Financial, LLC
August 2011 - Present · 14 yrs 8 mos
Previous Registrations
LPL Financial LLC
March 2007 - August 2011 · 4 yrs 5 mos
State Registrations2 states
CACO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.