Joshua Kimber (CRD# 6585550) is an Investment Advisor Representative working at Pinnacle Investments, LLC in East Syracuse, NY and has over 7 years of experience in the finance industry. Joshua Kimber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pinnacle Investments, LLC | East Syracuse, NY | Jul 2021 - Current | 2 |
Cambridge Investment Research Advisors Inc. | Fairfield, IA | Dec 2018 - Jun 2021 | 2 |
Cambridge Investment Research Inc. | Fairfield, IA | Dec 2018 - Jun 2021 | 2 |
Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2016 - Nov 2018 | 2 |
Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2015 - Nov 2018 | 3 |
Hedley & Company, Pllc | Clifton Park, NY | Dec 2015 - Oct 2018 | 2 |
Hedley Kobylar Wealth Management Group | Clifton Park, NY | Dec 2015 - Oct 2018 | 2 |
Syracuse Marketing Acquisitions | Syracuse, NY | Mar 2015 - Oct 2015 | < 1 |
Dick's Sporting Goods | Dewitt, NY | Sep 2014 - Mar 2015 | < 1 |
Fixit | Syracuse, NY | May 2011 - Aug 2014 | 3 |
State Univeristy Of New York Institution Of Technology | Utica, NY | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2016 |
- FL
- NH
- NY
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Total Assets Under Management965MILLIONS
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Total Number of Accounts2,797ACCOUNTS
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Average Account Value$344,973
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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