Nancy C. Tattersall
Professional summary
Nancy Carroll Tattersall, CFP®, who also goes by Nancy Carrol Gill, Nancy Carroll Gill, is a registered financial advisor currently at PINNACLE RETIREMENT & FINANCIAL PLANNING located in San Rafael, California.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Nancy has worked at 6 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Carroll Tattersall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
September 22, 2022 - Present
PINNACLE RETIREMENT & FINANCIAL PLANNING
Office #1: 165 North Redwood Drive Suite 160, San Rafael, CA 94903-4896January 28, 1998 - September 28, 1998
FINANCIAL TELESIS INC
May 13, 1992 - February 21, 1996
FIDELITY DISTRIBUTORS COMPANY LLC
March 28, 1989 - May 6, 1992
FIDELITY BROKERAGE SERVICES LLC
August 1, 1988 - March 22, 1989
WALL STREET PACIFIC FINANCIAL RESOURCES, INC.
October 20, 1987 - July 19, 1988
BWS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/22/2022)
Exams
Current Firm
PINNACLE RETIREMENT & FINANCIAL PLANNING
CRD#: 136331 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 55,071,573 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PINNACLE RETIREMENT & FINANCIAL PLANNING
CRD#: 136331San Rafael, CA 94903-4896TRUST BUT VERIFY
Monitor Nancy Tattersall
Get automatic monthly alerts on:
