Martin
Palomo
Pinnacle Wealth, LLC
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About this Advisor
Martin Palomo is a financial advisor who works out of Ridgeland, Mississippi with 2 years of industry experience. Palomo currently works for Pinnacle Wealth, LLC. Throughout their career, Palomo has worked at Edward Jones, Pinnacle Trust, Cetera Investment Services, Cetera Investment Advisers LLC, Brandon Futbol Club, Ing Financial Partners, Inc, Voya Financial Advisors and Voya Financial Advisors, Inc. Palomo holds Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Mississippi and Texas. Pinnacle Wealth, LLC is a financial advisory firm that has its headquarters in Ridgeland, MS. It controls $381 million in assets under management among its 729 client accounts, placing it among the larger firms in the nation by assets under management. The firm serves four charitable organizations. Of its 729 customer accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Pinnacle Wealth, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees charged by Pinnacle Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth, LLC Brokerage Details
$380,577,301
9
729
$522,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Martin Palomo Work History
Martin has been registered as a financial advisor for 2 years.*
Pinnacle Trust
Brandon Futbol Club
Voya Financial Advisors, Inc
Cetera Investment Advisers LLC
Ing Financial Partners, Inc
Voya Financial Advisors
Cetera Investment Services
Edward Jones
*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 Martin Palomo 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, LLC
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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