Xhordi Xhokola
Investment adviser representative at The Pinnacle Financial Group
11 yearsExperience
3 statesRegistered in
$1.4BFirm assets
13 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- The Pinnacle Financial GroupJul 2026 to now
- LPL FinancialJul 2026 to now
- International Assets Advisory, LLCOct 2025 to Jun 2026
- International Assets Investment Management, LLCOct 2025 to Jun 2026
- First Trust Advisors L.P.Aug 2019 to Oct 2025
- First Trust Portfolios L.P.Aug 2019 to Oct 2025
- GrouponJul 2019 to Aug 2019
- JllJun 2018 to Apr 2019
- Fordham UniversitySep 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CO, CT, NY).
The Pinnacle Financial Group
$1.4BAssets managed
3,208Clients
43Advisers
13 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
- 7172514
- Firm CRD
- 164395