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Charles C Plourde

Pinnacle Investments, LLC

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About Charles C Plourde

Charles C. Plourde has been in the industry since September 24, 1985. Charles is currently registered with Pinnacle Investments, LLC and has been with them since June 29, 2019. Prior to that, Charles worked at Essex Securities LLC, Investors Capital Corp., Hornor, Townsend & Kent, Inc. and The Equitable Life Assurance Society of the United States. Charles is licensed to offer services in Florida and Maine.

Firm Information

Charles Plourde 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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other

Educational workshops

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Charles Plourde’s Registration & Firm History

OR

06/29/2019 - Present

Pinnacle Investments, LLC (Astoria OR)

ME

01/01/2010 - 07/10/2019

ESSEX SECURITIES LLC (BIDDEFORD ME)

ME

01/02/1997 - 01/01/2010

INVESTORS CAPITAL CORP. (BIDDEFORD ME)

PA

03/23/1994 - 01/16/1997

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

MA

08/29/1986 - 12/31/1993

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

NA

05/08/1985 - 06/30/1986

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles C Plourde.
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