Joshua
Kimber
Pinnacle Investments, LLC
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About this Advisor
Joshua Kimber is a certified financial planner who works in East Syracuse, New York with 2 years of relevant experience. Kimber is an employee of Pinnacle Investments, LLC. Over the course of their career, Kimber has held roles at Hedley & Company, Pllc, Cetera Financial Specialists LLC, Hedley Kobylar Wealth Management Group, Syracuse Marketing Acquisitions, Dick'S Sporting Goods, Fixit, State Univeristy Of New York Institution Of Technology, Cetera Investment Advisers LLC, Cambridge Investment Research Advisors Inc, Cambridge Investment Research Inc and Pinnacle Investments, LLC. Kimber holds a Series 63 license, qualifying them as a securities broker, and is able to work in New York. Pinnacle Investments, LLC is a registered investment company headquartered in East Syracuse, NY. The firm has offices in 10 locations and a total of 61 people on staff. It oversees $819 million in assets across its 2,797 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Pinnacle Investments, LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on the type of services. Fees charged by Pinnacle Investments, LLC likely include any combination of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Investments, LLC Brokerage Details
$819,159,079
61
2,797
$292,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joshua Kimber Work History
Joshua has been registered as a financial advisor for 2 years.*
Pinnacle Investments, LLC
Cambridge Investment Research Advisors Inc
Cambridge Investment Research Inc
Cetera Investment Advisers LLC
Hedley & Company, Pllc
Cetera Financial Specialists LLC
Hedley Kobylar Wealth Management Group
Syracuse Marketing Acquisitions
Dick'S Sporting Goods
Fixit
State Univeristy Of New York Institution Of Technology
*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 Joshua Kimber 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 Investments, LLC
East Syracuse, NY
East Syracuse, NY
Franklin, PA
East Syracuse, NY
East Syracuse, NY
Cheltenham, PA
Boca Raton, FL
East Syracuse, NY
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.
