James Mcquiggan
James Mcquiggan is a registered investment advisor at Pinnacle Investments, LLC, based in Port St Joe, FL, with 27 years of industry experience. James 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
Port St Joe, FL
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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 Activities
James is the Managing Director of JK2 Properties, LLC, a Florida-based limited liability company that owns and rents out two rental properties on a long-term basis. He spends a few hours per week on property management and repairs.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Previous Registrations
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations3 states
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