Bailey Alan Wilkinson
Investment adviser representative at Pinnacle Investments, LLC
12 yearsExperience
12 statesRegistered in
$1.3BFirm assets
19 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
12 years in the industry.
- Pinnacle Investments, LLCNov 2022 to now
- Cadaret Grant & Co., Inc.Jun 2018 to Oct 2022
- Rhino LacrosseMay 2017 to Aug 2017
- Carthage SavingsMay 2015 to Dec 2016
- Le Moyne CollegeJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 12 states (CA, FL, GA, IL, MA, ME, MN, NC, NJ, NY, OH, TX).
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
- 6943989
- Firm CRD
- 142910