Christopher Beste (CRD# 5105614) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Creve Coeur, MO and has over 11 years of experience in the finance industry. Christopher Beste has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | Springfield, MO | Oct 2020 - Current | 3 |
| Private Client Services | Creve Coeur, MO | Jun 2018 - Sep 2020 | 2 |
| Rfg Advisory (dba: Executive Compensation Group) | Creve Coeur, AL | Aug 2014 - Sep 2020 | 6 |
| Four Seasons Wealth Management | Creve Coeur, MO | Jul 2013 - Sep 2020 | 7 |
| Lpl Financial LLC | Creve Coeur, MO | Aug 2013 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- MO
-
Total Assets Under Management272MILLIONS
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Total Number of Accounts1,730ACCOUNTS
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Average Account Value$157,268
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AR, FL, LA, MO, TX
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