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Joshua Robert Kimber

Pinnacle Investments, LLC

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About Joshua Robert Kimber

Joshua Robert Kimber is a financial advisor at Pinnacle Investments, LLC. Joshua has been in the financial services industry since 2016 and is registered with FINRA. He holds the Series 6, 7, and 63 licenses. Joshua is also a Certified Financial Planner. He works with individuals, corporations, and high-net-worth clients, offering financial planning, portfolio management, and educational workshops. Joshua is committed to helping clients achieve their financial goals and has a strong track record of success. Pinnacle Investments, LLC is a registered investment advisor with a strong reputation for providing comprehensive financial services to clients.

Firm Information

Joshua Kimber 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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Joshua Kimber’s Registration & Firm History

NY

07/18/2024 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

12/12/2018 - 06/17/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Fayetteville NY)

NY

06/29/2016 - 11/09/2018

CETERA FINANCIAL SPECIALISTS LLC (CLIFTON PARK NY)

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Licenses & Designations

BC

Issued 09/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Robert Kimber.
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