Christine Larson-PostelCRD Number: 5502277
Current Firm: Pinnacle Wealth Planning Services, Inc.
Christine Larson-Postel (CRD# 5502277) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry. Christine Larson-Postel 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.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Investment Professionals, Inc.
|Pinnacle Wealth Planning Services, Inc.||Mansfield, OH||Jan 2005 - Current||13|
Total Assets Under Management596MILLIONS
Total Number of Accounts447ACCOUNTS
Average Account Value$1,333,167
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, NC, NY, OH, PR, TX, VA