When Tom Roberts started Pinnacle Advisor Group in 2006, he made the decision to form an independent practice free from the bureaucracy of wire house financial institutions. Without quotas to meet or commissions to fret over, he could concentrate his energy on our clients’ best interests. The following strategic affiliations make it possible for our team to serve you with both the infrastructure and backing of a major enterprise and the close, candid relationships of a small firm.
The nation’s largest independent broker/dealer, LPL Financial is committed to being a reliable resource for 14,000+ advisors and their clients. Their mission centers on the core belief that objective financial guidance is a fundamental right for each and every person. True to the spirit of integrity, LPL does not offer proprietary products or engage in investment banking activities, meaning Pinnacle Advisor Group is never pressured to sell to clients whilst attaining securities services. Learn More About LPL – Links to PDF
Private Advisor Group
Realizing compliance and supervision can be a major burden, Private Advisor Group gives independent advisors the chance to outsource these areas to their top-notch oversight team. During the past two decades, they’ve gained a reputation for being vigilant in risk management and extremely valuable to those who wish to dedicate more time to servicing their clients.