Bert EllisCRD Number: 5600303
Current Firm: Pinnacle Portfolio Advisors
Bert Ellis (CRD# 5600303) is an Investment Advisor Representative working at Pinnacle Portfolio Advisors in Boise, ID and has over 9 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Silvercreek Realty Group LLC||Meridian, ID||Oct 2017 - Current||< 1|
|Pinnacle Portfolio Advisors, LLC||Boise, ID||Mar 2017 - Current||1|
|Bank Of America, N.a.||Boise, ID||Feb 2013 - Mar 2017||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boise, ID||Dec 2012 - Mar 2017||4|
|Morgan Stanley Smith Barney||Boise, ID||Jun 2009 - Dec 2012||3|
|Greylock Realty||Boise, ID||Feb 2002 - Dec 2012||10|
|Citigroup Global Markets, Inc.||Boise, ID||Sep 2008 - Jun 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management44MILLIONS
Total Number of Accounts50ACCOUNTS
Average Account Value$885,163
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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