Charles Bailey Poston

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2016 → 10/2017
  Diamond Creek Llc
  Banner Elk, NC
• 08/2013 → 05/2017
  Appalachian State University
  Boone, NC
• 07/2017 → 11/2018
  The Vanguard Group, Inc.
  Charlotte, NC
• 12/2018 → 04/2021
  Truist Investment Services, Inc
  Atlanta, GA
• 04/2019 → 04/2021
  Truist Advisory Services, Inc
  Atlanta, GA
• 05/2021 → 05/2025
  Pinnacle Wealth Advisors
  Nashville, TN
• 05/2025 → Present
  Raymond James Financial Services, Inc.
  Nashville, TN
• 05/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Nashville, TN

Previous Registrations

• 2021-05-11 → 2025-06-09
  Pinnacle Wealth Advisors
  Nashville, TN
• 2019-04-08 → 2021-04-30
  Truist Advisory Services, Inc.
  Norfolk, VA
  Charlottwe, NC

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 21 Platform Way S Ste 2500, Nashville, TN, 37203-0051, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts. (2)Name of Business: Pinnacle Bank/Pinnacle Financial Parnters Address: 21 Platform Way S Ste 2500, Nashville, TN, 37203-0051, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 05/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-19
• S65 Uniform Investment Adviser Law Examination
  2019-02-15

Designations

• Chartered Financial Analyst

Other Names

• Charles Bailey Poston
• Charles Poston