Unclaimed Profile

Thomas Walton Dallas

PINNACLE WEALTH, LLC·MADISON, Mississippi

Clean recordPINNACLE WEALTH, LLC

101 PORT STREET, MADISON, MS 39110CRD# 7315332Firm CRD# 311685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Walton Dallas · MADISON, MS

Registration

CRD #7315332 · PINNACLE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Walton Dallas is a registered financial advisor based in MADISON, Mississippi, affiliated with PINNACLE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ARGENT WEALTH, LLC

AUM

$403M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARGENT WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7315332

Firm CRD# 311685

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Walton Dallas offer?

Thomas Walton Dallas specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MADISON, Mississippi for a consultation.

What are Thomas Walton Dallas's credentials?

Thomas Walton Dallas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Walton Dallas located?

Thomas Walton Dallas is based in MADISON, Mississippi, working with PINNACLE WEALTH, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Thomas Walton Dallas charge for services?

Thomas Walton Dallas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE WEALTH, LLC?

PINNACLE WEALTH, LLC has approximately 9 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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