Christine Julka
Christine Julka is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 20 years of industry experience. Christine 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
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057
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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
Christine is a managing partner/broker at Advantage Dealer Insurance, LLC, dealing with health and property/casualty insurance, dedicating about a quarter of her time. She also works as Director of Marketing for Tracey Road Equipment, a trucking company, spending nearly full-time hours on marketing and event organization.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, INC.Broker
Nylife Securities LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.