Leland
Fallon
Pinnacle Investments, LLC
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About this Advisor
Leland Fallon is a financial advisor based in Astoria, Oregon, working with Pinnacle Investments, LLC. Leland has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Music4Cancer (The Cause), Principal Life Insurance Company, Princor Financial Services Corporation, Ameriprise Financial Services, Inc, Principal Securities Inc, Cuso Financial Services, Lp, Pinnacle Investments, LLC, Lpl Financial LLC, and Mml Investors Services, LLC. Leland has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Leland is part of Pinnacle Investments, LLC, which operates out of Astoria, Oregon. The firm has 14 offices and 61 employees. The firm manages assets totaling $964.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Pinnacle Investments, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Investments, LLC Brokerage Details
$964,888,091
61
2,797
$344,973
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Leland Fallon Work History
Pinnacle Investments, LLC
Cuso Financial Services, Lp
Principal Life Insurance Company
Principal Securities Inc
Lpl Financial LLC
Mml Investors Services, LLC
Ameriprise Financial Services, Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Merrill Lynch, Pierce, Fenner & Smith Inc
Music4Cancer (The Cause)
Disclosures
Please visit the SEC profile of Leland Fallon 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
Boca Raton, FL
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
East Syracuse, NY
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