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
31 years
John Raschella is a financial advisor at The Pinnacle Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with The Pinnacle Financial Group and LPL Financial since 2015. Outside of his advisory role, Raschella serves as an official for the National Junior Baseball League Umpire Association. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing accounts primarily on a discretionary basis with regular reviews and the potential use of third-party money managers.
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
The Pinnacle Financial Group
2015 - Present (11 years)
LPL Financial, llc
2015 - Present (11 years)
National Junior Baseball League Umpire Association
2011 - Present (15 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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