Shealy / Pinnacle Advisors, Ltd.

Shealy / Pinnacle Advisors, Ltd. (CRD# 123622) is a financial advisory firm headquartered in Mansfield, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Shealy / Pinnacle Advisors, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
David M. Shealy
CRD#: 4550241
68 Park Ave West, Mansfield, OH 44901
93
Wealthminder
score

David Shealy (CRD# 4550241) is an Investment Advisor Representative working at Shealy / Pinnacle Advisors, Ltd. in Mansfield, OH and has over 16 years of experience in the finance industry.

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