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Karen Fay House

Pinnacle Wealth Management, LLC

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About Karen Fay House

Karen House is an investment advisor representative at Pinnacle Wealth Management, LLC. Karen has been working in the financial industry since April 2012. Karen is registered with the state of Tennessee and Missouri. Karen holds the Series 65 license. Karen is a skilled financial professional with a commitment to providing excellent service to clients. Pinnacle Wealth Management, LLC provides financial planning, portfolio management, and selection of other advisors.

Firm Information

Karen House is currently registered with Pinnacle Wealth Management, LLC. Pinnacle Wealth Management, LLC is an investment advisory firm with approximately $80.86 million in regulatory assets under management. The firm provides financial planning, selection of other advisers, portfolio management for individuals and businesses. Pinnacle Wealth Management serves high-net-worth individuals and individuals other than high-net-worth individuals.

$80.86M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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

Third party adviser fees

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Karen House’s Registration & Firm History

TN

07/12/2016 - Present

Pinnacle Wealth Management, LLC (DYERSBURG TN)

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Licenses & Designations

IA

Issued 12/05/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Fay House.
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