Roger
Brinks
Pks Advisory Services, LLC
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About this Advisor
Roger Brinks is a financial advisor operating in Albany, New York with a total of 3 years of industry experience. Brinks is an employee of Pks Advisory Services, LLC. Throughout their career, they have worked at Forest Pharmaceuticals, Michigan Advisors, Inc and Pks Advisory Services, LLC. Brinks holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Connecticut, Illinois and Michigan. Pks Advisory Services, LLC is a registered investment company operating out of Albany, NY. The firm has offices in 15 locations and a total of 46 employees. It oversees $725 million in assets under management between its 4,410 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 4,410 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. Pks Advisory Services, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fees billed by Pks Advisory Services, LLC can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pks Advisory Services, LLC Brokerage Details
$725,246,094
46
4,410
$164,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Roger Brinks Work History
Roger has been registered as a financial advisor for 3 years.*
Pks Advisory Services, LLC
Michigan Advisors, Inc
Forest Pharmaceuticals
*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 Roger Brinks 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 Pks Advisory Services, LLC
Santa Monica, CA
Albany, NY
Albany, NY
Los Angeles, CA
Albany, NY
Albany, NY
Albany, NY
Albany, NY
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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