Advisors at this firm
Diana D
CFP®, Series 63, Series 65
Shreveport, LA
Pinnacle Asset Management Group, Corporation (Inc.)
Diana Decharles is a CFP® professional with 40 years of industry experience. She has been with Pinnacle Asset Management Group since 1996 and previously worked at Sagepoint Financial, INC and Osaic Wealth, Inc. Outside of her advisory role, she participates in seminars and workshops on succession planning for family businesses through the Centenary Center for Family Owned Business. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a core-and-satellite approach, primarily using no-load or low-load mutual funds and ETFs, and manages most assets on a non-discretionary basis while clients retain final decision authority.
Christina D
Series 66
Shreveport, LA
Pinnacle Asset Management Group, Corporation (Inc.)
Christina De Charles is a financial advisor at Pinnacle Asset Management Group, Inc. with 12 years of industry experience. She holds the Series 66 designation and has worked at Kovack Securities, Inc., Osaic Wealth, Inc., and SAGEPOINT FINANCIAL. She serves as president of the Riverbrooke Homeowners Association, a nonprofit organization. Pinnacle Asset Management Group provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using no-load or low-load mutual funds and ETFs, primarily managing assets on a non-discretionary basis while maintaining client decision authority.
