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Thomas Walton Dallas

PINNACLE WEALTH, LLC·MADISON, Mississippi
Unclaimed Profile
101 PORT STREET, MADISON, MS 39110CRD# 7315332Firm CRD# 311685
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARGENT WEALTH, LLC
ARGENT WEALTH, LLC
AUM
$403M
Regulatory assets under management
Employees
9
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7315332
Firm CRD# 311685
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)CLARKSDALE (6)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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