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Larue Gee McIntyre

Pinnacle Wealth Advisors

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About Larue Gee McIntyre

Larue McIntyre is a financial advisor with Pinnacle Wealth Advisors. Larue has been in the financial services industry since March 16, 1999. Larue has a Series 7, Series 24, Series 27, Series 51, and Series 63. Larue holds the Certified Financial Planner designation. Larue is registered with FINRA and the state of Tennessee.

Firm Information

Larue McIntyre 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.

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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 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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Larue McIntyre’s Registration & Firm History

TN

10/04/2023 - Present

Pinnacle Wealth Advisors (NASHVILLE TN)

TN

03/09/1999 - 12/31/2020

TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)

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Licenses & Designations

BC

Issued 10/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/07/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/07/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/07/2023

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/07/2023

Series 4 - Registered Options Principal Examination

BC

Issued 09/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/07/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larue Gee McIntyre.
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