Linda Borst
Linda Borst is a ChFC-designated registered investment advisor at The Pinnacle Financial Group, based in Melville, NY, with 41 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
555 Broadhollow Rd Suite 426, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
October 2010Other Business Activities
Linda operates The Pinnacle Financial Group as a DBA for her LPL business and as a Registered Investment Advisor. She dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Otc Net IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.