CP
CFA
CP
CFA

Charles Poston

8 Years of Experience
Nashville, TN
Broker

Charles Poston is a CFA-designated registered investment advisor, based in Nashville, TN, with 8 years of industry experience.

Location

21 Platform Way S, Ste 2500, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Charles works as a bank associate at Pinnacle Bank, dedicating full-time hours to this role. He also serves as an advisor at Pinnacle Asset Management, though this role requires no time commitment.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Pinnacle Wealth Advisors
May 2021 - June 2025 · 4 yrs 1 mo
Truist Advisory Services, INC.
April 2019 - April 2021 · 2 yrs
Truist Investment Services, INC.Broker
December 2018 - April 2021 · 2 yrs 4 mos
Vanguard Marketing CorporationBroker
August 2017 - December 2018 · 1 yr 4 mos
State Registrations1 state
TN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.