June 26, 2024 – Syracuse, NY – Tim Carr, CFP®, Financial Advisor representing Pinnacle Investments, LLC – Auburn Group has been ranked on the Third Annual AdvisorHub “Advisors to Watch” Ranking which ranked 1000 advisors in multiple categories on June 20th, 2024. Carr was ranked #74 in the Top 100 Fastest Growing Advisors.
According to AdvisorHub, which is a quarterly news journal for financial advisors, they scored over 339 firms across the nation based on three categories: scale represents the size and profitability of a business, growth represents the change of assets, households, and production through each year, and professionalism represents the advisor’s regulatory record, community engagement, and overall team makeup. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record.
A statement from the list’s publication reads, “This methodology levels the playing field for advisors. While large and sophisticated practices are at a natural advantage, they also need healthy growth to maintain that advantage. The list is broken into several subsets: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo and Fast-Growing. These subcategories compensate for the wide range of business models in the industry.”
Tim joined Pinnacle Investments in 2014 as a Financial Advisor with The Auburn Group in Auburn, NY. He studied locally at Cayuga Community College before receiving his Bachelors in Business, Management & Economics from SUNY Empire State College. Tim focuses on comprehensive financial and retirement planning for individuals, families and small businesses.
“Tim, and his team, exemplify professionalism, integrity, and an exceptional work ethic, which form the cornerstone of Pinnacle’s culture. I am proud that an important industry publication, such as AdvisorHub, has recognized the outstanding work that Tim, and his team, consistently deliver for their clients.” states Benjamin Quilty, CEO of Pinnacle Investments .
More about AdvisorHub
AdvisorHub aims to be the financial advisors’ advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategy. They expand upon traditional trade industry coverage and provide recruiting deals and compensation information crucial to advisors’ business and careers. AdvisorHub consistently breaks national news stories that are subsequently covered by the nation’s leading news organizations. Visit AdvisorHub.com to learn more, and to check out the overall “Advisors to Watch” list.
More about Pinnacle Investments
Pinnacle Investments was founded in 1996 by two advisors who sought a better solution for their clients they couldn’t achieve at a large wirehouse. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. With over 25 years in the industry, Pinnacle has used their proven culture of knowing how to keep advisor’s interests and needs at the forefront of their mission. By having experienced advisors running the firm, they avoid culture clashes that spoil the experience of advisors and clients. This philosophy has them on an impressive growth trajectory throughout the U.S. To learn more, visit PinnacleInvestments.com.
Securities and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC.
Participation in this ranking is free and open to all firms and advisors who meet the minimum requirements. AdvisorHub receives no compensation from the participating advisors.