Advisor at The Pinnacle Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Pinnacle Financial Group
Location
Rockville Centre, NY 11570
Credentials
Series 63, Series 65
Industry experience
22 years
Craig Hassel is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at LPL Financial LLC since 2022 and has been with The Pinnacle Financial Group since 2014. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across a wide range of investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.
Based on The Pinnacle Financial Group
Based on The Pinnacle Financial Group
Financial planning fixed fees ranging from $1,500 to $10,000
0.0% to 2.50% (negotiable, varies based on assets and other considerations)
Certain representatives earn commissions as registered representatives of LPL Financial for securities and insurance product sales; no commissions earned on advisory accounts
Fee-only: Financial planning fixed fees ranging from $1,500 to $10,000, negotiable at discretion of TPFG
9 South Long Beach Road
Rockville Centre, NY 11570
New York
LPL Financial
2022 - Present (4 years)
The Pinnacle Financial Group
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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