Pinnacle Advisors
Pinnacle Advisors (CRD# 106817) is a financial advisory firm headquartered in Mansfield, OH. They manage $1,728,525,085 in 2,850 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,729MILLION
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Total Number of Accounts2,850ACCOUNTS
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Average Account Value$606,500
- 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, FL, IL, LA, MD, NC, NY, OH, PR, TX, VA
William Cunningham (CRD# 1799567) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 29 years of experience in the finance industry.
David Heichel (CRD# 2453722) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 26 years of experience in the finance industry.
Keith Heichel (CRD# 2058597) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 28 years of experience in the finance industry.
Scott Heichel (CRD# 6214510) is an Investment Advisor Representative working at Pinnacle Advisors in Columbus, OH and has over 10 years of experience in the finance industry.
William Heichel (CRD# 4348372) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.
Jennifer Henderson (CRD# 2526343) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.
Christine Larson-Postel (CRD# 5502277) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.
Christopher Meek (CRD# 4499957) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.
Allen Sykes (CRD# 6605014) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.
Verdayne Wendling (CRD# 2883904) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.