Robert Lynn Nicholas
Investment adviser representative at Pinnacle Investments, LLC
21 yearsExperience
1 stateRegistered in
$1.3BFirm assets
19 yearsFirm in business
Are you Robert Lynn Nicholas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Pinnacle Investments, LLCJun 2019 to now
- Essex Securities LLCJan 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pinnacle Investments, LLC
$1.3BAssets managed
3,143Clients
56Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4152937
- Firm CRD
- 142910