Jeff Rummells (CRD# 1441857) is an Investment Advisor Representative working at Pinnacle Wealth Management, LLC in Dyersburg, TN and has over 38 years of experience in the finance industry.
CRD# 3146285
Edward Jones
CRD# 1049500
Robert W. Baird & Company Incorporated
CRD# 4395322
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Wealth Management, LLC | Dyersburg, TN | Jan 2019 - Current | 5 |
| Tanje Tool | Dyersburg, TN | May 2005 - Current | 18 |
| Hope Properties | Dyersburg, TN | Jan 2003 - Current | 21 |
| Pinnacle Wealth Management, LLC | Dyersburg, TN | Jul 2016 - Dec 2018 | 2 |
| Sri, LLC | Union City, TN | Feb 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
- TX
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Total Assets Under Management68MILLIONS
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Total Number of Accounts311ACCOUNTS
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Average Account Value$218,009
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MO, TN, TX
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