Renee Danielle Willett
Investment adviser representative at The Pinnacle Financial Group
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- The Pinnacle Financial GroupDec 2024 to now
- LPL Financial LLCDec 2024 to now
- Self- EmploymentMay 2014 to now
- Neuberger BermanJan 2022 to Dec 2024
- Watermill Institutional TradingJan 2021 to Dec 2022
- LwpartnersJul 2020 to Jan 2021
- Total Eclipse Entertainment LLCSep 2017 to Dec 2021
- University of Southern CaliforniaAug 2017 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7328712
- Firm CRD
- 164395