Unclaimed Profile

Diana Marie Decharles

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)·SHREVEPORT, Louisiana

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65CFPClean record14 years registeredPINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

2020 LINE AVENUE, SHREVEPORT, LA 71104-2125CRD# 1445529Firm CRD# 109965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diana Marie Decharles · SHREVEPORT, LA

Registration

CRD #1445529 · PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) · 14 years registered

Brand Profile

Not yet started

Career History

KOVACK SECURITIES INC.

Jan 2026 – present

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Jan 2023 – present

OSAIC WEALTH, INC.

May 2024 – Jul 2024

SHREVEPORT, LA

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Feb 2012 – Dec 2022

SHREVEPORT, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · February 24, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

CRD 109965 · SEC 801-113976

AUM

$112M

Regulatory assets under management

Employees

289 client accounts

Services offered by PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) →

Introduction

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Frequently Asked Questions

What services does Diana Marie Decharles offer?

Diana Marie Decharles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are Diana Marie Decharles's credentials?

Diana Marie Decharles holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Diana Marie Decharles located?

Diana Marie Decharles is based in SHREVEPORT, Louisiana, working with PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.). Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.

How does Diana Marie Decharles charge for services?

Diana Marie Decharles's firm is compensated through percentage of aum, hourly charges, other: negotiable fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)?

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) has approximately 4 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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