Roland
Ouimet
Pinnacle Investments, LLC
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About this Advisor
Roland Ouimet is a financial advisor based in Beverly, Massachusetts, working with Pinnacle Investments, LLC. Roland has previously held positions at Pinnacle Investments, LLC, Global Investment Advisors, LLC, and Essex Securities LLC. Roland has passed the Series 63 regulatory exam and is registered to provide services in California, Massachusetts, and New Hampshire. Currently, Roland is part of Pinnacle Investments, LLC, which operates out of Beverly, Massachusetts. 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
Roland Ouimet Work History
Pinnacle Investments, LLC
Global Investment Advisors, LLC
Essex Securities LLC
Disclosures
Please visit the SEC profile of Roland Ouimet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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