JB
John T. Belser
BELSER PINNACLE FINANCIAL ADVISORS
BELLEFONTAINE, OH 43311
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CRD#: 4639368
JB
Professional summary
John T. Belser is a registered financial advisor currently at BELSER PINNACLE FINANCIAL ADVISORS, LLC located in Bellefontaine, Ohio.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 1 firm and has passed the Series 63 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OWNER OF JOHN T. BELSER CPA, A CPA FIRM LOCATED IN BELLEFONTAINE, OH. THIS IS A FULL TIME BUSINESS WITH ONLY A PARTIAL AMOUNT OF TIME DEVOTED TO INVESTMENT ADVISORY WORK.
CRS (Client Relationship Summary) - RIA
Click below to view John T. Belser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 10, 2003 - Present
BELSER PINNACLE FINANCIAL ADVISORS, LLC
Office #1: 204 E. Columbus Ave., Bellefontaine, OH 43311RIA
CRD#: 125653
BELLEFONTAINE, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(3/10/2003)
Current Firm
BP
BELSER PINNACLE FINANCIAL ADVISORS, LLC
BELSER PINNACLE FINANCIAL ADVISORS, LLC
CRD#: 125653 / SEC#:
Ohio
Registered Investment Advisory firm - (3/10/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1344 South Main Street, Bellefontaine, OH 43311
Mailing Address
Phone number
(937) 593-3518
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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