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Cristopher Mckay Dockery

PINNACLE WEALTH, LLC·MADISON, Mississippi
Clean recordPINNACLE WEALTH, LLC
101 PORT STREET, MADISON, MS 39110CRD# 5870461Firm CRD# 311685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cristopher Mckay Dockery · MADISON, MS
Registration
CRD #5870461 · PINNACLE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cristopher Mckay Dockery is a registered financial advisor based in MADISON, Mississippi, affiliated with PINNACLE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ARGENT WEALTH, LLC
ARGENT WEALTH, LLC
AUM
$403M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ARGENT WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5870461
Firm CRD# 311685
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cristopher Mckay Dockery offer?
Cristopher Mckay Dockery specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MADISON, Mississippi for a consultation.
What are Cristopher Mckay Dockery's credentials?
Cristopher Mckay Dockery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cristopher Mckay Dockery located?
Cristopher Mckay Dockery is based in MADISON, Mississippi, working with PINNACLE WEALTH, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Cristopher Mckay Dockery charge for services?
Cristopher Mckay Dockery's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE WEALTH, LLC?
PINNACLE WEALTH, LLC has approximately 9 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE WEALTH, LLC

Matthew Reid Davis
RIDGELAND, MS
Carol Hasson Brock
RIDGELAND, MS
Martin E Palomo
RIDGELAND, MS
Stacey Louis Wall
MADISON, MS
Thomas Walton Dallas
MADISON, MS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
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Research
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