Pinnacle Retirement & Financial Planning

Pinnacle Retirement & Financial Planning (CRD# 136331) is a financial advisory firm headquartered in San Rafael, CA. They manage $49,313,949 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
165 North Redwood Drive, Suite 160, San Rafael, CA 94903
http://www.pinnacleretirementandfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $342,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pinnacle Retirement & Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Nancy Tattersall, financial advisor San Rafael CA
Nancy C. Tattersall
CRD#: 1735625
165 North Redwood Drive, Suite 160, San Rafael, CA 94903

Nancy Tattersall (CRD# 1735625) is an Investment Advisor Representative working at Pinnacle Retirement & Financial Planning in San Rafael, CA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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