Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian George Vanhouwe

Pinnacle Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian George Vanhouwe

Brian Vanhouwe is a financial advisor with over 38 years of experience in the financial services industry. Brian is currently registered with Pinnacle Investments, LLC and has a strong track record of providing personalized financial advice to individuals and families. Brian has experience providing financial planning, educational seminars, and portfolio management services. Brian's commitment to providing exceptional client service is reflected in the numerous positive reviews and testimonials from his clients. Brian holds a Series 6 and Series 63 license and has completed the Securities Industry Essentials Exam.

Firm Information

Brian Vanhouwe is currently registered with Pinnacle Investments, LLC. Pinnacle Investments, LLC is a Limited Liability Company formed in August 2006 with its main office in East Syracuse, NY. The firm provides financial planning, educational seminars, and portfolio management services for individuals and high-net-worth clients. They also offer selection of other advisors and operate a wrap fee program. Pinnacle Investments is registered with the SEC and in all 50 states. The firm manages over $1 billion in assets.
Pinnacle Investments, LLC

5845 WIDEWATERS PKWY

EAST SYRACUSE, NY 13057

$1.07B

Assets Under Management

Not reported

Total Clients

61

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Educational workshops

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Vanhouwe’s Registration & Firm History

RI

12/26/2019 - Present

Pinnacle Investments, LLC (NORTH SMITHFIELD RI)

RI

01/01/2010 - 07/10/2019

ESSEX SECURITIES LLC (NORTH SMITHFIELD RI)

RI

05/16/2008 - 01/01/2010

INVESTORS CAPITAL CORP. (NORTH SMITHFIELD RI)

RI

05/21/2002 - 03/04/2008

SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)

NJ

11/14/1983 - 04/29/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

Not sure if Brian George Vanhouwe is right for you?

Licenses & Designations

IA

Issued 06/23/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian George Vanhouwe. Review regulatory record here.
Not sure if Brian George Vanhouwe is right for you?