Brian Tinker
Brian Tinker is a CFP-designated registered investment advisor at Ascentis Independent Advisors, LLC, based in Dallas, TX, with 24 years of industry experience. Brian 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, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
5001 Spring Valley Road, Suite 810W, Dallas, TX, 75244
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a financial advisor at ORG Partners DBA Tinker Capital and an independent insurance broker since 2002. He also works as an agent selling fixed/traditional insurance products and assists individuals with Medicare plans, dedicating a few hours per week to each insurance-related role.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Org Partners
Wealthshield Partners, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Bridge Advisory LLC
Nrp Financial, INC.Broker
Pension Architects Advisory Group, LLC
Penniall & Associates, INC.
Aig Financial Advisors, INC.Broker
Royal Alliance Associates, INC.
Nwf Advisory Services INC
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Banc of America Securities LLCBroker
State Registrations11 states
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.