Charles
Burns

Pinnacle Peak Private Client Group, LLC

CRD#4559340
Investment Advisor
in Roswell, GA

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About this Advisor

Charles Burns is a financial advisor based in Roswell, Georgia who has 6 years of relevant experience. Burns is on the advisory team at Pinnacle Peak Private Client Group, LLC. Burns has gained experience at P.J. Robb Variable Corp, Bcg Securities Inc, Keystone Capital Partners, Insight Benefit Counselors and Pinnacle Peak Private Client Group, LLC. Burns maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Pinnacle Peak Private Client Group, LLC is a financial advisory business that has its headquarters in Scottsdale, AZ. The investment advisory business has a total of six employees. It oversees $262 million in assets between its 1,077 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,077 client accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on the type of services. However, fee types billed by Pinnacle Peak Private Client Group, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

912 Holcomb Bridge Road Suite 302
Roswell, GA 30076

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Pinnacle Peak Private Client Group, LLC Brokerage Details

Total Assets Under Management

$261,470,891

GA Average: $1,555,372,352
Total Number of Employees

6

GA Average: 37
Total Number of Accounts

1,077

GA Average: 1,370
Average Account Size

$242,777

GA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Charles Burns Work History

Charles has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Pinnacle Peak Private Client Group, LLC

2016 - Present (8 years)

Insight Benefit Counselors

2015 - 2016 (1 year)

Bcg Securities Inc

2013 - 2016 (3 years)

Keystone Capital Partners

2008 - 2013 (5 years)

P.J. Robb Variable Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Burns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pinnacle Peak Private Client Group, LLC

Teresa Flores
Scottsdale, AZ
Tanner Welch
Scottsdale, AZ
Matthew Figueroa
Scottsdale, AZ
Charles Burns
Roswell, GA
Brian Jack
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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