Christina DeCharles has been Partner of Pinnacle Asset Management Group, Corporation (Inc.) since September 2004, is a control person of the firm and directly owns between 25% and 50% of it.
Pinnacle Asset Management Group, Corporation (Inc.) is a Shreveport, LA firm with $156M under management, 240 clients and 2 advisers in one office, as of its March 2026 filing.
Christina DeCharles is Chief Operating Officer of Pinnacle Asset Management Group, Inc., based in Shreveport, Louisiana. She focuses on company operations and financials and is a member of the Investment Management Committee. She is responsible for reviewing investment allocations, executing all trades within portfolios and collaborating with the team on financial plans.
Christina DeCharles’ longest registration was 5 years at Sagepoint Financial, Inc. (2017–2023). Before joining Pinnacle Asset Management Group, Corporation (Inc.) in 2023, Christina DeCharles was registered through Sagepoint Financial, Inc.
- – present · 3 yearsShreveport, LA · Adviser representative · Firm CRD 109965
- Sagepoint Financial, Inc.– · 5 yearsShreveport, LA · Adviser representative · Firm CRD 133763
Professional designations
Listed by Pinnacle Asset Management Group, Corporation (Inc.)
- Behavioral Financial Advisor (BFA™)
Investment adviser representative registrations
Christina DeCharles is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2023; the most recent is Texas, in August 2023.
- LouisianaSince 29 January 2023
- TexasResidentSince 21 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 May 2015 |
| Series 7 | General Securities Representative Examination | 24 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christina Marie DeCharles
- CRD
- 4626033
- Firm
- Pinnacle Asset Management Group, Corporation (Inc.) · CRD 109965
- Role
- Partner
- Office
- 2020 LINE AVENUE, Shreveport, LA 71104-2125
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- planwithpamg.com
Where does Christina DeCharles work?
Christina DeCharles has been Partner of Pinnacle Asset Management Group, Corporation (Inc.) since September 2004, and is a control person of the firm.
Is Christina DeCharles a financial advisor?
Yes. Christina DeCharles has a current investment-adviser registration in Louisiana and Texas, through Pinnacle Asset Management Group, Corporation (Inc.) since January 2023.
How many years of experience does Christina DeCharles have?
Christina DeCharles has 12 years in the financial industry, since January 2014, across 2 adviser firms.
What exams has Christina DeCharles passed?
Christina DeCharles has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2014. FINRA credited Christina DeCharles with the SIE, which began in October 2018.
Where did Christina DeCharles work before Pinnacle Asset Management Group, Corporation (Inc.)?
Before Pinnacle Asset Management Group, Corporation (Inc.), Christina DeCharles was registered through Sagepoint Financial, Inc., March 2017 to January 2023.
Where is Christina DeCharles based?
Christina DeCharles’ registered office is in Shreveport, LA.
Is Christina DeCharles registered with FINRA?
Yes. Christina DeCharles has a current broker registration, under CRD 4626033.
Source: FINRA BrokerCheck
How can I verify Christina DeCharles’ record?
Search CRD 4626033 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christina DeCharles’ full registration record.
