Pinnacle offers a full range of products and services to support Advisors including rep managed discretionary accounts (fee-based), third-party advisory accounts, employer sponsored retirement plans, financial planning, lending and insurance in addition to traditional securities brokerage products (stocks, bonds, mutual funds, UITs).
An employee owned company, the Pinnacle management team is comprised of practicing Financial Advisors who understand the challenges of growing and maintaining a practice. Pinnacle's in-house conversion team will ensure a smooth transition of clients so that brokers can focus on business as usual. For advisors looking to transition their practice, Pinnacle facilitates their ability to stay in the business as long as desired… no forced retirement. Advisors have the flexibility to work remotely from a favorite location or vacation getaway spot. Pinnacle’s technology enables reps to work anywhere there is connectivity allowing seamless interactions with clients as if they were in the office even while away.
Business Models Include: W-2, 1099, RIA
Business Lines Include: BD/SEC RIA, Asset Manager, Property and Casualty Insurance, Professional Employer Organization (PEO), Retirement and 403(b) Provider, Estate Planning, Life Insurance, Long Term Care, Robo Advisor
At Pinnacle, we want to help advisors grow their business, while maintaining a high level of customer service to their clients.