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James Christopher Trudden

THE Pinnacle Financial Group

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About James Christopher Trudden

James Christopher Trudden is a financial professional with over 30 years of experience in the industry. James has been registered with The Pinnacle Financial Group since November 9, 2021. Prior to this, James was a registered representative with WELLS FARGO CLEARING SERVICES, LLC from January 1, 2008 until July 6, 2018. James has a Series 7, Series 63, and SIE license. James has also been registered as an Investment Advisor Representative in Connecticut, Florida, New Jersey, New York, South Carolina and Virginia. James specializes in providing financial planning, pension consulting, and portfolio management for individuals and other investment advisors.

Firm Information

James Trudden is currently registered with THE Pinnacle Financial Group. THE Pinnacle Financial Group, headquartered in Rockville Centre, NY, is an investment advisor with 37 investment advisor representatives. The firm manages over $1.2 billion in regulatory assets under management for clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
THE Pinnacle Financial Group

9 SOUTH LONG BEACH ROAD

ROCKVILLE CENTRE, NY 11570

$1.20B

Assets Under Management

Not reported

Total Clients

33

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

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

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percentage of assets

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

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other

Financial planning

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James Trudden’s Registration & Firm History

NY

11/09/2021 - Present

THE Pinnacle Financial Group (GILGO BEACH NY)

NY

01/01/2008 - 07/06/2018

WELLS FARGO CLEARING SERVICES, LLC (BABYLON NY)

NY

07/22/1994 - 01/03/2008

A. G. EDWARDS & SONS, INC. (GARDEN CITY NY)

NY

02/23/1988 - 08/05/1994

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

BC

Issued 12/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Christopher Trudden. Review regulatory record here.
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