VALUE PROPOSITION & CAREERS
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years experience in the brokerage industry having spent 10 years together as producers at a wire house before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1 Billion. As an independent firm, Pinnacle offers an open architecture platform and state of the art technology through its relationship with National Financial Services, a Fidelity Investments company.
Pinnacle representatives have the opportunity for equity ownership and a voice in how the firm is run. We offer transition support with an experienced team dedicated to a smooth entry to the firm. Since our founding we have grown at an impressive, but steady and manageable rate. Once joining Pinnacle you will have access to the highest quality marketing materials in support of your business and you will find compliance questions clearly answered within 24 hours of your inquiry. Our payout structure is straightforward and highly competitive within the industry.
At Pinnacle Investments we are not interested in representatives who do not share our desire for a firm that is trusted and transparent to both our clients and employees. For those who desire a succession plan for your business we have great flexibility in putting in place a strategy that’s best for you. Once you understand our firm you will know why we say:
“Your Success Is Our Success”
