Timothy Lane
Timothy Lane is a registered investment advisor at Pinnacle Investments, LLC, based in Malden, MA, with 30 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
One Centre St, Malden, MA, 02148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is a high school teacher and an insurance producer selling disability, fixed, and life insurance products. He also owns rental property in Everett, MA.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Global Investment Advisors, LLC
Essex Securities LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ascend Financial Services, INC.Broker
Multi-Financial Securities CorporationBroker
State Registrations3 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.