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Paul William Carmichael

THE Pinnacle Financial Group

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About Paul William Carmichael

Paul Carmichael is a registered representative with The Pinnacle Financial Group in Melville, New York. Paul has been in the securities industry since 1998. Paul holds Series 6 and 63 licenses, as well as the SIE exam. The Pinnacle Financial Group is a registered investment advisor firm with offices in Rockville Centre, New York. The firm provides financial planning, pension consulting, and portfolio management services to individuals and institutions.

Firm Information

Paul Carmichael 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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Paul Carmichael’s Registration & Firm History

NY

08/26/2021 - Present

THE Pinnacle Financial Group (MELVILLE NY)

NY

07/27/2001 - 05/07/2015

L.M. KOHN & COMPANY (MELVILLE NY)

OH

03/31/2000 - 07/25/2001

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NY

07/03/1997 - 12/15/1998

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul William Carmichael.
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