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Harrison David Brockwell Kidd

PINNACLE ADVISORY SERVICES INC.·NASHVILLE, Tennessee
SIE, Series 7, Series 63, Series 66Clean record22 years registeredPINNACLE ADVISORY SERVICES INC.
150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 2553591Firm CRD# 132634

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harrison David Brockwell Kidd · NASHVILLE, TN
Registration
CRD #2553591 · PINNACLE ADVISORY SERVICES INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES FINANCIAL SERVICES
Mar 2004Jan 2009
NASHVILLE, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · March 30, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE WEALTH ADVISORS
CRD 132634 · SEC 801-67352
AUM
$817M
Regulatory assets under management
Employees
6
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
Introduction

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05

Frequently Asked Questions

What services does Harrison David Brockwell Kidd offer?
Harrison David Brockwell Kidd specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Harrison David Brockwell Kidd's credentials?
Harrison David Brockwell Kidd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harrison David Brockwell Kidd located?
Harrison David Brockwell Kidd is based in NASHVILLE, Tennessee, working with PINNACLE ADVISORY SERVICES INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Harrison David Brockwell Kidd charge for services?
Harrison David Brockwell Kidd'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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