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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Steven Gray (CRD# 6839484) is an Investment Advisor Representative working at Focused Trading And Investments, Inc. in Knightdale, NC and has over 6 years of experience in the finance industry.
Donald Hadley (CRD# 233076) is an Investment Advisor Representative working at Lincoln Investment in Knightdale, NC and has over 43 years of experience in the finance industry.
Donald Hadley (CRD# 1472385) is an Investment Advisor Representative working at Lincoln Investment in Knightdale, NC and has over 37 years of experience in the finance industry.
Brian Rothert (CRD# 5295610) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Knightdale, NC and has over 17 years of experience in the finance industry.
Paul Tucker (CRD# 2648792) is an Investment Advisor Representative working at Edward Jones in Knightdale, NC and has over 28 years of experience in the finance industry.
Chadwick Wester (CRD# 6787612) is an Investment Advisor Representative working at Edward Jones in Knightdale, NC and has over 6 years of experience in the finance industry. Chadwick Wester 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.
Jordan Murray (CRD# 7655881) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Knightdale, NC and has 1 year of experience in the finance industry.
John Thomas (CRD# 4221881) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knightdale, NC and has over 23 years of experience in the finance industry.
Jalyn Thorpe (CRD# 7615389) is an Investment Advisor Representative working at Credit Union Investment Services in Knightdale, NC and has 1 year of experience in the finance industry.
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...