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.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| 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 |
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- MS
- TX
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Total Assets Under Management381MILLIONS
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Total Number of Accounts729ACCOUNTS
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Average Account Value$522,054
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, LA, MS, TN, TX
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