Martin Palomo, financial advisor Ridgeland MS

Martin Palomo

CRD Number: 4995216
Current Firm: Pinnacle Wealth, LLC

Martin Palomo (CRD# 4995216) is an Investment Advisor Representative working at Pinnacle Wealth, LLC in Ridgeland, MS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Trust Madison, MS Sep 2013 - Current 10
Brandon Futbol Club Brandon, MS Aug 2012 - Current 11
Voya Financial Advisors, Inc. Madison, MS Jan 2016 - Dec 2016 < 1
Voya Financial Advisors Madison, MS Sep 2014 - Sep 2015 1
Ing Financial Partners, Inc. Madison, MS Jun 2014 - Aug 2014 < 1
Cetera Investment Advisers LLC Schaumburg, IL Jan 2014 - Mar 2014 < 1
Cetera Investment Services St Cloud, MN Sep 2013 - Mar 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S66 NASAA Uniform Combined State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Aug 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Martin E. Palomo
Phone Number: 601-957-0323
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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