Cristopher Mckay Dockery

Employer firm

Argent Wealth, LLC CRD 311685

$487M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 06/2021
  Pinnacle Trust
  Madison, MS
• 06/2021 → Present
  Pinnacle Wealth, Llc
  Madison, MS

Previous Registrations

• 2011-05-05 → 2014-10-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS

Other Businesses

1)INDEPENDENT INSURANCE AGENT;YES;101 PORT ST STE 200, MADISON MS 39110;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;10/13/2014;0;0;SALES OF FIXED INSURANCE; 2)PINNACLE TRUST;YES;101 PORT STREET STE 200, MADISON, MS 39110;FINANCIAL ADVISOR;FINANCIAL ADVISOR;10/06/2014;20;20;FINANCIAL ADVISOR REFERRING BUSINESS TO TRUST COMPANY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-02
• S63 Uniform Securities Agent State Law Examination
  2011-03-28

Other Names

• Cris Dockery
• Cris Dockery
• Cristopher M Dockery
• Cristopher Dockery