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Lynne Marie Coville

Pinnacle Investments, LLC

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About Lynne Marie Coville

Lynne Marie Coville is a financial advisor associated with Pinnacle Investments, LLC, located in Auburn, NY. Lynne has been in the financial industry for over 15 years and is a registered representative of FINRA. Lynne has Series 7, Series 99TO, and SIE licenses and specializes in Financial Planning, Portfolio Management for Businesses and Individuals, and Educational Seminars. Before joining Pinnacle Investments, LLC, Lynne worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.

Firm Information

Lynne Coville 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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Lynne Coville’s Registration & Firm History

NY

08/12/2009 - Present

Pinnacle Investments, LLC (AUBURN NY)

NY

06/01/2009 - 08/14/2009

MORGAN STANLEY SMITH BARNEY (SKANEATELES NY)

NY

03/03/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SKANEATELES NY)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynne Marie Coville.
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