confirmedIndependent → Independent

Pinnacle Tax & Financial Services

Commonwealth FinancialAvantax (Cetera)
Monday, November 17, 2025
AUM

$49M

Team Size

1

Location

Beaverton, OR

Region

West

CFPCPAEATax-integratedCommonwealth
Destination Firm

Avantax (Cetera)

Typeindependent
Advisors—
Total AUM—
Net 30d+1
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