Brian George Vanhouwe

Pinnacle Investments, LLC

41 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Pinnacle Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

55 advisors

Number of Clients

1,961 clients

Average Client Portfolio

$539K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$10

Location

North Smithfield, RI

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2000

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a caterer for Mickey G's Clam Shack, Vice President of North Smithfield Land Trust, and counts auto parts for Automotive Computer Services and Parts Department Services. Brian also works as an insurance agent, dedicating a few hours per week to insurance sales.

Employment History

Current Registrations

Pinnacle Investments, LLC

December 2019 - Present · 6 yrs 2 mos

Pinnacle Investments, LLC

June 2019 - Present · 6 yrs 8 mos

Pinnacle Investments, LLCBroker

June 2019 - Present · 6 yrs 8 mos

Previous Registrations

Global Investment Advisors, LLC

February 2014 - December 2019 · 5 yrs 10 mos

Essex Securities LLCBroker

January 2010 - July 2019 · 9 yrs 6 mos

Global Investment Advisors, LLC

January 2010 - December 2012 · 2 yrs 11 mos

Investors Capital Advisory

May 2008 - January 2010 · 1 yr 8 mos

Investors Capital CORP.Broker

May 2008 - January 2010 · 1 yr 8 mos

Securian Financial Services, INC.

August 2004 - March 2008 · 3 yrs 7 mos

Securian Financial Services, INC.Broker

May 2002 - March 2008 · 5 yrs 10 mos

First Investors CorporationBroker

November 1983 - April 2002 · 18 yrs 5 mos

State Registrations8 states

CACTFLMANCNHRISC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.