Mark
Young
Pinnacle Wealth Management, Inc
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About this Advisor
Mark Young is a financial advisor operating in Brighton, Michigan, who has 4 years of industry experience. Young is an employee of Pinnacle Wealth Management, Inc. Their career trajectory has included roles at Brass Ring Wealth Managment, Inspired Wealth Management, Northwood University, Forever Young Wealth Management, Questar Capital Corporation, Questar Asset Management, Woodbury Financial Services, Inc, Pinnacle Wealth Management, Inc and Purshe Kaplan Sterling Investments, Inc. Young has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Pinnacle Wealth Management, Inc is an advisory firm that has its headquarters in Brighton, MI. It has just five financial advisors. It handles $113 million in total assets among its 870 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 870 accounts, 26% are held by high-net-worth individuals who have at least $1 million in assets. Pinnacle Wealth Management, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Fees for financial advisory services typically depend on the type of financial services offered. Fee types charged by Pinnacle Wealth Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Management, Inc Brokerage Details
$112,692,000
5
870
$129,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Mark Young Work History
Mark has been registered as a financial advisor for 4 years.*
Pinnacle Wealth Management, Inc
Purshe Kaplan Sterling Investments, Inc
Woodbury Financial Services, Inc
Questar Capital Corporation
Questar Asset Management
Brass Ring Wealth Managment
Inspired Wealth Management
Forever Young Wealth Management
Northwood University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Wealth Management, Inc
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
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