Timothy CarrCRD Number: 6169210
Current Firm: Pinnacle Investments, LLC
Timothy Carr (CRD# 6169210) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 5 years of experience in the finance industry. Timothy Carr 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.
Cadaret Grant & Co Inc.
Rbc Capital Markets, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Pinnacle Investments, LLC||Syracuse, NY||Feb 2013 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management848MILLIONS
Total Number of Accounts2,670ACCOUNTS
Average Account Value$317,750
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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