PINNACLE WEALTH ADVISORS

PINNACLE WEALTH ADVISORS of NASHVILLE, TN is an SEC-registered investment adviser (CRD 132634). Regulatory assets under management: $936.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (27)

Showing 25 of 27 people.

NameRoleLocation
James Bertram MorrisCHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICERPortland, OR
David Morris JamesCHIEF COMPLIANCE OFFICER
Jeffery Dewayne EubanksDIRECTOR
Nathan Shioji KuritaBOARD MEMBER, PRESIDENT
David Kirk AllenDIRECTOR
John David CannonDIRECTOR
ADAMS ROBERT WILLIAMBACKUP TRADER; CHIEF COMPLIANCE OFFICER; TRADER
CARPENTER ROY RDIRECTOR
TURNER MICHAEL TERRYDIRECTOR
JOHNSTON HUGH MACLINCHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER; PRESIDENT; PRESIDENT, PORTFOLIO MANAGER (+1 more)
HILL TRACEYCHIEF COMPLIANCE OFFICER
RAGAN HUDSON BERNEYHEAD OF FINANCIAL PLANNING
BAIRD MIRIAM SISKHEAD OF RECORDKEEPING; SECRETARY; SECRETARY, HEAD OF RECORDKEEPING, ASSISTANT PORTFOLIO MGR (+1 more)
KIDD HARRISON DAVID BROCKWELLINVESTMENT COMMITTEE MEMBER
NEWMAN ROBERT DOLANDIRECTOR
STURGEON BRICK WENDELLGENERAL AFFILIATION
PIERCE MELISSA LYNNCHIEF COMPLIANCE OFFICER
JENNY DONALD KDIRECTOR
LAUGHLIN STEVEINVESTMENT COMMITTEE MEMBER; INVESTMENT COMMITTEE MEMBER, TRADER; PORTFOLIO MANAGER, TRADER
LEHMAN RALPH HAMILTONINVESTMENT COMMITTEE MEMBER
MASHBURN GRAVES WILLISINVESTMENT COMMITTEE MEMBER; PORTFOLIO MANAGER
QUEENER HUGH MDIRECTOR
BRICKER CHRISINVESTMENT COMMITTEE MEMBER, PORTFOLIO MGR.
EUBANKS JEFFERY DEWAYNEDIRECTOR
KURITA NATHAN SHIOJIBOARD MEMBER; BOARD MEMBER, PRESIDENT

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