Trustee · Pinnacle Family Advisors, LLC
Rick A. Britton
CRD 6580643 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinnacle Family Advisors, LLC, an SEC-registered wealth manager based in Springfield, MO with $372 million in regulatory assets, lists Rick A. Britton on its Form ADV as Trustee.
Firms and roles
- Pinnacle Family Advisors, LLCTrusteeWealth manager · Springfield, MO · $372M in regulatory assets
AtlasMembers
Rick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Timothy B. O'ReillyMember, Pinnacle Family Advisors, LLC
- Ronald S. McCurryManaging Member/president, Pinnacle Family Advisors, LLC
- Paul T. CarrollChief Compliance Officer/chief Investment Officer, Pinnacle Family Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.