linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Bailey Poston

Pinnacle Wealth Advisors

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

About Charles Bailey Poston

Charles Bailey Poston is a financial advisor at Pinnacle Wealth Advisors. Charles has been in the financial services industry for 5 years. Charles holds the Series 7, Series 63, and Series 65 licenses. Charles is a Chartered Financial Analyst. Pinnacle Wealth Advisors is a registered investment advisor with the SEC. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, banking or thrift institutions, and pension and profit-sharing plans.

Firm Information

Charles Poston is currently registered with Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is a Nashville, TN-based wealth management firm with $817 million in regulatory assets under management. The firm provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, banking institutions, and charitable organizations. Pinnacle Wealth Advisors offers a wrap fee program and has a team of 5 investment adviser representatives and 2 registered representatives.
Pinnacle Wealth Advisors

150 THIRD AVENUE SOUTH

NASHVILLE, TN 37201

$817.02M

Assets Under Management

Not reported

Total Clients

5

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

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Charles Poston’s Registration & Firm History

TN

05/11/2021 - Present

Pinnacle Wealth Advisors (Nashville TN)

NC

12/19/2018 - 04/30/2021

TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

08/29/2017 - 12/18/2018

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

Not sure if Charles Bailey Poston is right for you?

Licenses & Designations

IA

Issued 02/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Bailey Poston.
Not sure if Charles Bailey Poston is right for you?