Richard
Lahn

The Pinnacle Financial Group

CRD#5302990
Investment Advisor
in Rockville Centre, NY

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About this Advisor

Richard Lahn is a financial advisor who works in Rockville Centre, New York, who has 2 years of relevant experience. Lahn is currently employed by The Pinnacle Financial Group. Over the course of their career, they have held roles at Lpl Financial LLC and The Pinnacle Financial Group. Lahn has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in New York. The Pinnacle Financial Group is an advisory firm that has its headquarters in Rockville Centre, NY. It has offices in eight locations and a total of 39 advisors. It controls $802 million in assets under management between its 4,701 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 4,701 accounts, 33% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely are based on which service is provided. Fees charged by The Pinnacle Financial Group may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

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

9 South Long Beach Road
Rockville Centre, NY 11570

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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

Richard Lahn Work History

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

2013 - Present (11 years)

The Pinnacle Financial Group

2012 - Present (12 years)

Lpl Financial 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 Richard Lahn 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

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