Unclaimed Profile

Donna Lynn Pierce

PINNACLE ADVISORY SERVICES INC.·NASHVILLE, Tennessee

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 66Clean record13 years registeredPINNACLE ADVISORY SERVICES INC.

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 2247797Firm CRD# 132634

Profile Verification

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

Identity

Donna Lynn Pierce · NASHVILLE, TN

Registration

CRD #2247797 · PINNACLE ADVISORY SERVICES INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE ADVISORY SERVICES INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2013 – Aug 2017

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · July 23, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE WEALTH ADVISORS

CRD 132634 · SEC 801-67352

AUM

$817M

Regulatory assets under management

Employees

264 client accounts

Services offered by PINNACLE WEALTH ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNACLE WEALTH ADVISORS →

Introduction

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Frequently Asked Questions

What services does Donna Lynn Pierce offer?

Donna Lynn Pierce specializes in Financial Planning, Investment Management.

What are Donna Lynn Pierce's credentials?

Donna Lynn Pierce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Lynn Pierce located?

Donna Lynn Pierce is based in NASHVILLE, Tennessee, last registered with PINNACLE ADVISORY SERVICES INC..

How does Donna Lynn Pierce charge for services?

Donna Lynn Pierce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE ADVISORY SERVICES INC.?

PINNACLE ADVISORY SERVICES INC. has approximately 6 employees and manages $817M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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