Charles
Poston
Pinnacle Wealth Advisors
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About this Advisor
Charles Poston is a financial advisor based in Nashville, Tennessee, working with Pinnacle Wealth Advisors. Charles has previously held positions at Diamond Creek LLC, Massmutual Carolinas, Village Cafe, Valdese Weavers, Appalachian State University, The Vanguard Group, Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, and Pinnacle Wealth Advisors. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Tennessee. Currently, Charles is part of Pinnacle Wealth Advisors, which operates out of Nashville, Tennessee. The firm has 6 employees and manages assets totaling $817.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Pinnacle Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Advisors Brokerage Details
$817,024,150
6
264
$3,094,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Poston Work History
Pinnacle Wealth Advisors
Suntrust Advisory Services, Inc
Suntrust Investment Services, Inc
The Vanguard Group, Inc
Diamond Creek LLC
Massmutual Carolinas
Village Cafe
Valdese Weavers
Appalachian State University
Disclosures
Please visit the SEC profile of Charles Poston 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 Wealth Advisors
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
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