Brian K. Blankinship

PETTYJOHN, WOOD & WHITE

LYNCHBURG, VA 24501

Some features on this profile are disabled

CRD#: 3148959

Professional summary

Brian Kevin Blankinship is a registered financial advisor currently at PETTYJOHN, WOOD & WHITE, INC. located in Lynchburg, Virginia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Kevin Blankinship's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 8, 2007 - Present

PETTYJOHN, WOOD & WHITE, INC.

Office #1: 1925 Atherholt Road, Lynchburg, VA 24501

RIA

CRD#: 106403

LYNCHBURG, VA

Past

March 28, 2006 - January 5, 2007

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

LYNCHBURG, VA

Past

March 21, 2006 - January 5, 2007

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

LYNCHBURG, VA

Past

April 8, 2005 - March 21, 2006

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

LYNCHBURG, VA

Past

October 1, 1999 - March 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LYNCHBURG, VA

Past

October 1, 1999 - March 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

December 3, 1998 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PETTYJOHN, WOOD & WHITE, INC.

OLD DOMINION CLIENT SERVICES, LLC | THE PETTYJOHN COMPANY | PETTYJOHN, WOOD & WHITE, INC. | PETTYJOHN CO

CRD#: 106403 / SEC#: 801-13803

RIA

Registered Investment Advisory firm - (5/10/1978 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/27/2016)

IAR

Virginia
(11/8/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/23/1998

General Securities Representative Examination

Current Firm

PETTYJOHN, WOOD & WHITE, INC.

OLD DOMINION CLIENT SERVICES, LLC | THE PETTYJOHN COMPANY | PETTYJOHN, WOOD & WHITE, INC. | PETTYJOHN CO

CRD#: 106403 / SEC#: 801-13803

RIA

Registered Investment Advisory firm - (5/10/1978 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1925 Atherholt Road, Lynchburg, VA 24501

Mailing Address

P. O. Box 310, Lynchburg, VA 24505

Phone number

(434) 845-1266

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART II BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	976
AUM (Assets Under Management)	$ 853,805,405

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/30/2024	Cover Page	Report
11/13/2023	Cover Page	Report
02/02/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kyle Fukuchi

OSAIC WEALTH, INC.

IAR

Farmington, UT

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

Katherine Feeney

SUMMIT PLACE FINANCIAL ADVISORS, LLC

IAR

Summit, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian K. Blankinship

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Kevin Blankinship's CRS (Customer Relationship Summary).

Certified licenses

Experience

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T ASSET MANAGEMENT, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

PETTYJOHN, WOOD & WHITE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/1998

Series 63

Date: 11/27/1998

Series 7

Date: 11/23/1998

Current Firm

PETTYJOHN, WOOD & WHITE, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PETTYJOHN, WOOD & WHITE, INC.

TRUST BUT VERIFY

Similar Advisors