Sarah
Zink

Bright Investments, LLC

CRD#2602716
Investment Advisor
in Auburn, AL

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About this Advisor

Sarah Zink is a financial advisor operating out of Auburn, Alabama with a total of 8 years of industry experience. Zink is an advisor for Bright Investments, LLC. Over the course of their career, they have held roles at Bright Investments, Lyons View Capital, LLC, Avondale Partners and Avondale Partners, LLC. Zink has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama. Bright Investments, LLC is a registered investment company that has its headquarters in Auburn, AL. The firm has offices in five locations and a total of eight people on staff. It manages $117 million in assets under management across its 101 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 101 customer accounts, 58% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services are provided. Fee types charged by Bright Investments, LLC may include any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

570 Devall Drive Suite 303
Auburn, AL 36832

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Bright Investments, LLC Brokerage Details

Total Assets Under Management

$117,165,571

AL Average: $1,620,585,161
Total Number of Employees

8

AL Average: 52
Total Number of Accounts

101

AL Average: 1,560
Average Account Size

$1,160,055

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Sarah Zink Work History

Sarah has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Lyons View Capital, LLC

2015 - Present (9 years)

Bright Investments

2016 - 2016 (< 1 year)

Avondale Partners

2005 - 2015 (10 years)

Avondale Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarah Zink to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bright Investments, LLC

Thomas Kucera
Auburn, AL
Richard Sale
Glenwood Springs, CO
Stacy Miller
Lutz, FL
Theodore Davis
Memphis, TN
Sarah Zink
Auburn, AL
John Bright
Auburn, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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