Linda
Borst

The Pinnacle Financial Group

CRD#1028989
Investment Advisor
in Melville, NY

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About this Advisor

Linda Borst is a chartered financial consultant working out of Melville, New York who has 2 years of relevant experience. Borst currently works for The Pinnacle Financial Group. Throughout their career, Borst has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial LLC and The Pinnacle Financial Group. Borst has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in New York. The Pinnacle Financial Group is a firm operating out of Rockville Centre, NY. It has offices in eight locations and a total of 39 advisors. It manages $802 million in total assets across its 4,701 customer accounts, making it one of the larger firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 4,701 accounts, 33% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which service is provided. Fees billed by The Pinnacle Financial Group likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

555 Broadhollow Rd Suite 426
Melville, NY 11747

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The Pinnacle Financial Group Brokerage Details

Total Assets Under Management

$801,546,890

NY Average: $7,464,549,021
Total Number of Employees

39

NY Average: 88
Total Number of Accounts

4,701

NY Average: 3,892
Average Account Size

$170,506

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Linda Borst Work History

Linda has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

The Pinnacle Financial Group

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

*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 Linda Borst 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 The Pinnacle Financial Group

Richard Lahn
Rockville Centre, NY
Shaun Sterling
Melville, NY
Linda Borst
Melville, NY
Mario Molino
Melville, NY
Blake Spencer
Rockville Centre, NY
John Raschella
Rockville Centre, NY
Bennett Berman
The Villages, FL
Ryan Thiel
Smithtown, 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.

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