Christina Marie Decharles
Investment adviser representative at Pinnacle Asset Management Group, Corporation (Inc.)
30 yearsExperience
2 statesRegistered in
$156.4MFirm assets
7 yearsFirm in business
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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
30 years in the industry.
- Kovack Securities, Inc.Jan 2026 to now
- Pinnacle Asset Management Group, Corporation (Inc.)Sep 2004 to now
- Osaic Wealth, Inc.Sep 2023 to Dec 2025
- Sagepoint FinancialNov 2013 to Sep 2023
- Family Wealth Planning and Management, Inc.Jan 1996 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Pinnacle Asset Management Group, Corporation (Inc.)
$156.4MAssets managed
240Clients
2Advisers
7 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
- 4626033
- Firm CRD
- 109965