Matthew
Davis
Pinnacle Wealth, LLC
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About this Advisor
Matthew Davis is a financial advisor who works out of Ridgeland, Mississippi who has 2 years of relevant experience. Davis is an employee of Pinnacle Wealth, LLC. The advisor has gained experience at Pinnacle Trust, Pinnacle Wealth, LLC and Sabbatical. Davis maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Mississippi. Pinnacle Wealth, LLC is a registered investment business that has its headquarters in Ridgeland, MS. It handles $381 million in total assets among its 729 client accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 729 client accounts, 27% belong to high-net-worth investors who have more than $1 million in assets available to invest. Pinnacle Wealth, LLC has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which service is provided. However, fee types billed 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
Matthew Davis Work History
Matthew has been registered as a financial advisor for 2 years.*
Pinnacle Wealth, LLC
Sabbatical
Pinnacle Trust
*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 Matthew Davis 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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