Gregory Lewis is a registered investment advisor at Pinnacle Pension Consultants LLC, based in Needham, MA, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 65 clients with $2.2B in assets under management.
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IM Fee
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Location
1492 Highland Ave., Suite 9, Needham, MA, 02492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pinnacle Pension Consultants LLC
Previous Registrations
Commonwealth Financial Network
M Holdings Securities, INC.Broker
Nrp Financial, INC.Broker
Financial Telesis INCBroker
NFP Securities, INC.Broker
State Registrations1 state
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