Richard Prince (CRD# 7425526) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has 1 year of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Investments, LLC | East Syracuse, NY | Feb 2023 - Current | 1 |
| University Of St. Thomas | St. Paul, MN | Sep 2019 - Current | 4 |
| North Star Resource Group | Minneapolis, MN | Aug 2022 - Feb 2023 | < 1 |
| Securian Financial Services | Saint Paul, MN | Mar 2022 - Feb 2023 | < 1 |
| North Star Resource Group | Minneapolis, MN | Mar 2022 - Aug 2022 | < 1 |
| North Star Resource Group | Minneapolis, MN | Sep 2021 - Mar 2022 | < 1 |
| Securian Financial Services | Saint Paul, MN | Sep 2021 - Mar 2022 | < 1 |
| North Star Resource Group | Minneapolis, MN | Sep 2021 - Mar 2022 | < 1 |
| Camping World Lakeville | Lakeville, MN | Apr 2021 - Jun 2021 | < 1 |
| Wenger Corporation | Owatonna, MN | May 2019 - Apr 2021 | 1 |
| Metropolitan State University | St. Paul, MN | Jan 2018 - Aug 2019 | 1 |
| Johnson Plastics Plus | Burnsville, MN | Nov 2017 - May 2019 | 1 |
| Express Employment Professionals | Lakeville, MN | Jun 2017 - Sep 2017 | < 1 |
| Angie's Artisan Treats, LLC | North Mankato, MN | Jan 2017 - May 2017 | < 1 |
| Minnesota State University, Mankato | Mankato, MN | Aug 2013 - Dec 2016 | 3 |
| Lund Food Holdings, Inc. | Burnsville, MN | Mar 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- MN
- NY
-
Total Assets Under Management965MILLIONS
-
Total Number of Accounts2,797ACCOUNTS
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Average Account Value$344,973
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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