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Financial ADVSR advisor directory · SEC adviser records

Pinnacle Advisors financial advisors in Columbus, OH

Every SEC-registered investment adviser representative at a Pinnacle Advisors office in Columbus, A to Z.

5 registered advisors work at Pinnacle Advisors in Columbus, out of 20 at the firm nationwide; it ranks number 50 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Pinnacle Advisors advisors in Columbus, A to Z

Every Pinnacle Advisors advisor →

Pinnacle Advisors advisors in every city and state →Pinnacle Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Pinnacle Advisors advisors in other cities

Mansfield, OH 13Bradenton, FL 1Medina, OH 1

Other firms in Columbus

All Columbus advisors →

J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22

Questions

How many financial advisors does Pinnacle Advisors have in Columbus?

5 investment adviser representatives are registered at Pinnacle Advisors offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Pinnacle Advisors one of the largest advisor employers in Columbus?

Pinnacle Advisors ranks number 50 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.

How do I check a Pinnacle Advisors advisor in Columbus?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pinnacle Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.