Brian McCrackenCRD Number: 4570232
Current Firm: Pinnacle Family Advisors, LLC
Brian McCracken (CRD# 4570232) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 14 years of experience in the finance industry.
Ledgestone Capital Management, LLC
Cetera Investment Advisers LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2010 - Current||7|
|Pinnacle Family Advisors||Springfield, MO||Jan 2010 - Current||7|
|Morgan Stanley Smith Barney||Springfield, MO||Jun 2009 - Jan 2010||< 1|
|Morgan Stanley & Company, Incorporated||Springfield, MO||Apr 2007 - Jan 2010||2|
|Morgan Stanley Dw Inc.||Springfield, MO||Sep 2006 - Apr 2007||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Springfield, MO||Jul 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management127MILLIONS
Total Number of Accounts862ACCOUNTS
Average Account Value$147,843
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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