Joshua Robert Kimber
Investment adviser representative at Pinnacle Investments, LLC
11 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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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
11 years in the industry.
- Pinnacle Investments, LLCJul 2021 to now
- Cambridge Investment Research Advisors Inc.Dec 2018 to Jun 2021
- Cambridge Investment Research Inc.Dec 2018 to Jun 2021
- Cetera Investment Advisers LLCSep 2016 to Nov 2018
- Hedley & Company, PllcDec 2015 to Oct 2018
- Hedley Kobylar Wealth Management GroupDec 2015 to Oct 2018
- Cetera Financial Specialists LLCNov 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 9 states (CA, DE, FL, IL, NJ, NY, OH, PA, VA).
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
- 6585550
- Firm CRD
- 142910