Brian Pinkston has been Managing Member of Bright Road Wealth Management since May 2012, is a control person of the firm and directly owns between 50% and 75% of it. Brian Pinkston holds an MBA in Finance from Goizueta Business School at Emory University and a BBA in Finance from Texas A&M University.
Bright Road Wealth Management, LLC is an Anchorage, AK firm with $443M under management, 622 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Brian Pinkston is Founder, Financial Advisor of Bright Road Wealth Management, where he is also president. Before founding the firm he worked in financial services for 15 years, most recently at Dimensional Fund Advisors, educating advisors in the southern U.S. on capital market research and investment strategies. Earlier he worked for Charles Schwab for almost ten years, including providing investment consulting services for institutional clients in the mega 401(k) market.
Brian Pinkston’s longest registration is the current one, 14 years at Bright Road Wealth Management since 2012. Before joining Bright Road Wealth Management in 2012, Brian Pinkston was registered through Dimensional Fund Advisors LP and Charles Schwab & Co., Inc.
- – present · 14 yearsAnchorage, AK · Adviser representative · Firm CRD 164408
- Dimensional Fund Advisors LP– · 1 yearAustin, TX · Adviser representative · Firm CRD 106482
- Charles Schwab & Co., Inc.– · 1 yearAustin, TX · Adviser representative · Firm CRD 5393
- 401(k) Investment Advisors– · 1 yearAustin, TX · Adviser representative · Firm CRD 116606
- Charles Schwab & Co., Inc.– · 4 yearsAnchorage, AK · Adviser representative · Firm CRD 5393
Professional designations
Listed by Bright Road Wealth Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Brian Pinkston is registered as an investment adviser representative in 2 states. The first approvals date from June 2012; the most recent is Texas, in January 2013.
- AlaskaSince 25 June 2012
- TexasSince 1 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 5 February 2008 |
| Series 66 | Uniform Combined State Law Examination | 10 September 2003 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 28 August 2000 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 August 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 1997 |
| Series 7 | General Securities Representative Examination | 14 August 1997 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Kent Pinkston
- CRD
- 2916032
- Firm
- Bright Road Wealth Management · CRD 164408
- Role
- Managing Member
- Office
- 405 W. 36TH AVENUE, SUITE 212, Anchorage, AK 99503
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightroadwealth.com
Where does Brian Pinkston work?
Brian Pinkston has been Managing Member of Bright Road Wealth Management, LLC since May 2012, and is a control person of the firm.
Is Brian Pinkston a financial advisor?
Yes. Brian Pinkston has a current investment-adviser registration in Alaska and Texas, through Bright Road Wealth Management since June 2012.
How many years of experience does Brian Pinkston have?
Brian Pinkston has 22 years in the financial industry, since February 2004, across 4 adviser firms.
What exams has Brian Pinkston passed?
Brian Pinkston has passed 6 licensing exams: the Series 7, Series 63, Series 10, Series 9, Series 66 and Series 24. The earliest, the Series 7, was passed in August 1997.
Where did Brian Pinkston work before Bright Road Wealth Management?
Before Bright Road Wealth Management, Brian Pinkston was registered through Dimensional Fund Advisors LP, September 2010 to June 2012; Charles Schwab & Co., Inc., April 2009 to July 2010; 401(k) Investment Advisors, October 2007 to December 2008; Charles Schwab & Co., Inc., September 2003 to October 2007.
Where is Brian Pinkston based?
Brian Pinkston’s registered office is in Anchorage, AK.
Is Brian Pinkston registered with FINRA?
No. Brian Pinkston has no current broker registration.
Is Brian Pinkston a CFP?
Bright Road Wealth Management lists Brian Pinkston with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Brian Pinkston a CFA charterholder?
Bright Road Wealth Management lists Brian Pinkston with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Brian Pinkston’s record?
Search CRD 2916032 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Pinkston’s full registration record.
