Micah Valentine
Micah Valentine is a registered investment advisor at LPL Financial LLC, based in Mauldin, SC, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
140 Bridges Rd, Ste D, Mauldin, SC, 29662
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Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Micah operates under Pinnacle Wealth Management as a DBA for LPL business, dedicating nearly full-time hours to this. He also owns Valentine Properties Inc, a real estate rental business, spending about 10-20% of his time on it. Micah is also an insurance licensed broker, dedicating a few hours per week to non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ifg Advisory, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.