Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McCracken is an investment advisor representative who has been in the industry since 2002. Brian is currently registered with Pinnacle Family Advisors, LLC and has been with the firm since 2010. Brian has previously worked with Morgan Stanley, Morgan Stanley Smith Barney, and Merrill Lynch. Brian holds Series 7, 31, and 65 licenses, along with a Series 66. Brian's specialties include portfolio management, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Financial and business consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party advisers; % of plan assets
1
2
MO
01/06/2014 - Present
Pinnacle Family Advisors, LLC (SPRINGFIELD MO)
MO
06/01/2009 - 01/07/2010
MORGAN STANLEY SMITH BARNEY (SPRINGFIELD MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPRINGFIELD MO)
MO
09/15/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SPRINGFIELD MO)
MO
09/23/2002 - 09/19/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
IA
Issued 09/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian McCracken is the right advisor for you? Invested Better is here to help.
