Carolyn Lee Parkinson
Investment adviser representative at Pinnacle Portfolio Advisors
16 yearsExperience
1 stateRegistered in
$171.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Pinnacle Portfolio AdvisorsOct 2024 to now
- Twisted Ewe LLCApr 2010 to Sep 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (ID).
Pinnacle Portfolio Advisors
Legal name: Pinnacle Portfolio Advisors, LLC
$171.9MAssets managed
42Clients
3Advisers
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
- 8003795
- Firm CRD
- 287622