Unclaimed Profile

Hudson Berney Ragan

PINNACLE ADVISORY SERVICES INC.·NASHVILLE, Tennessee

SIE, Series 6, Series 7, Series 24, Series 31, Series 63CFP ChFCClean record22 years registeredPINNACLE ADVISORY SERVICES INC.

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 2289996Firm CRD# 132634

Profile Verification

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

Identity

Hudson Berney Ragan · NASHVILLE, TN

Registration

CRD #2289996 · PINNACLE ADVISORY SERVICES INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE ADVISORY SERVICES INC.

PINNACLE INVESTMENT ADVISORY

Mar 2015 – Mar 2016

NASHVILLE, TN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Nov 2023

NASHVILLE, TN

PINNACLE INVESTMENT ADVISORY

Sep 2006 – Dec 2014

NASHVILLE, TN

RAYMOND JAMES FINANCIAL SERVICES

Jul 2006 – Jan 2009

NASHVILLE, TN

LINCOLN FINANCIAL ADVISORS CORPORATION

Mar 2004 – Jul 2006

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · March 17, 2004

Years registered · 22

Professional designations · CFP, ChFC

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 Hudson Berney Ragan offer?

Hudson Berney Ragan specializes in Financial Planning, Investment Management.

What are Hudson Berney Ragan's credentials?

Hudson Berney Ragan holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Hudson Berney Ragan located?

Hudson Berney Ragan is based in NASHVILLE, Tennessee, last registered with PINNACLE ADVISORY SERVICES INC..

How does Hudson Berney Ragan charge for services?

Hudson Berney Ragan'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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