linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory M Spickard

Pinnacle Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory M Spickard

Gregory M. Spickard is an investment advisor representative with Pinnacle Advisors in Mansfield, Ohio. Gregory has been in the financial services industry since August 2011. Gregory holds a Series 65 license. Gregory is also the President and Co-Owner of Virtus Fiduciary Consulting. Virtus Fiduciary Consulting consults with retirement plan sponsors to facilitate duties and responsibilities to a standard of prudent care. Virtus does not recommend or sell investments. Gregory is a licensed investment advisor representative with Pinnacle Advisors, with the ability to provide financial planning, pension consulting and portfolio management services for individuals and businesses.

Firm Information

Gregory Spickard is currently registered with Pinnacle Advisors. Pinnacle Advisors is an investment advisor headquartered in Mansfield, OH. The firm manages approximately $1.73 billion in regulatory assets under management and provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. They serve a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
Pinnacle Advisors

6 WEST 3RD ST.

MANSFIELD, OH 44902

$1.73B

Assets Under Management

40

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Spickard’s Registration & Firm History

OH

08/23/2024 - Present

Pinnacle Advisors (MANSFIELD OH)

Not sure if Gregory M Spickard is right for you?

Licenses & Designations

IA

Issued 03/04/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory M Spickard.
Not sure if Gregory M Spickard is right for you?