Christina
Decharles

Pinnacle Asset Management Group, Corporation (Inc)

CRD#4626033
Investment Advisor
in Shreveport, LA

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About this Advisor

Christina Decharles is a financial advisor who works out of Shreveport, Louisiana. Decharles is currently employed by Pinnacle Asset Management Group, Corporation (Inc). Their career trajectory has included roles at Sagepoint Financial, Family Wealth Planning & Management, Sunamerica Securities Inc, Sagepoint Financial, Inc, Family Wealth Planning And Management, Inc and Pinnacle Asset Management Group, Inc. Decharles has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Louisiana. Pinnacle Asset Management Group, Corporation (Inc) is a financial advisory business based in Shreveport, LA. It oversees $102 million in assets between its 270 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 270 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are provided. However, fees billed by Pinnacle Asset Management Group, Corporation (Inc) can be comprised of any combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

2020 Line Avenue
Shreveport, LA 71104-2125

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Pinnacle Asset Management Group, Corporation (Inc) Brokerage Details

Total Assets Under Management

$102,237,318

LA Average: $486,181,852
Total Number of Employees

4

LA Average: 13
Total Number of Accounts

270

LA Average: 722
Average Account Size

$378,657

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Christina Decharles Work History

Christina has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Pinnacle Asset Management Group, Inc

2013 - Present (11 years)

Sagepoint Financial

2004 - Present (20 years)

Pinnacle Asset Management Group, Inc

2005 - 2013 (8 years)

Sunamerica Securities Inc

2005 - 2013 (8 years)

Sagepoint Financial, Inc

1998 - 2019 (21 years)

Family Wealth Planning & Management

1996 - 2019 (23 years)

Family Wealth Planning And Management, Inc

*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 Christina Decharles 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 Asset Management Group, Corporation (Inc)

Patrick Cord
Shreveport, LA
Michael Tucci
Shreveport, LA
Diana Decharles
Shreveport, LA
Christina Decharles
Shreveport, LA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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