Larue
Mcintyre

Pinnacle Wealth Advisors

CRD#717700
Investment Advisor
in Nashville, TN

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About this Advisor

Larue Mcintyre is a financial advisor based in Nashville, Tennessee, working with Pinnacle Wealth Advisors. Larue has previously held positions at Trustcore Investments, Inc, Capfinancial Partners LLC (Captrust), Trustcore Financial Services LLC, Pinnacle Bank, Pnfp Capital Markets, Inc, and Pinnacle Wealth Advisors. Larue has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Larue 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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 Third Avenue South Ste 900
Nashville, TN 37201

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Pinnacle Wealth Advisors Brokerage Details

Total Assets Under Management

$817,024,150

TN Average: $730,596,643
Total Number of Employees

6

TN Average: 15
Total Number of Accounts

264

TN Average: 968
Average Account Size

$3,094,788

TN Average: $754,749

Investment Advisory Services

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

Larue Mcintyre Work History

2023 - Present (2 years)

Pinnacle Bank

2023 - Present (2 years)

Pnfp Capital Markets, Inc

2023 - Present (2 years)

Pinnacle Wealth Advisors

2022 - 2023 (1 year)

Capfinancial Partners LLC (Captrust)

1998 - 2020 (22 years)

Trustcore Investments, Inc

1998 - 2022 (24 years)

Trustcore Financial Services LLC

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Disclosures

Please visit the SEC profile of Larue Mcintyre 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

James Nicholson
Nashville, TN
Charles Poston
Nashville, TN
David James
Nashville, TN
Nathan Kurita
Nashville, TN
Larue Mcintyre
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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