By offering expanded services, like investment and financial planning, CPM enhances our vision and commitment to help our members improve their financial well-being and quality of life.
Meet agents Micah Valentine and Robbie Davis of Pinnacle Wealth. Both Registered Representatives with LPL Financial and offer a combined industry experience of over 22 years. Both are South Carolina natives who are proud to call the Upstate home. They live, work and raise their families in the Upstate and value strong and thriving communities. They are passionate about individual retirement planning that is tailored to each client.
Learn more about them, their team, and their services or book an appointment at their location or at one of ours below.
Pinnacle can meet you by appointment in the following branches;
Greenville at Butler Road, 1270 East Butler Rd.
Greenville at Augusta, 1111 Augusta St
Greer, 1445 Hwy 101 South
Simpsonville, 307 Harrison Bridge Rd.
Spartanburg, 240 East Blackstock Rd.
Securities offered through, LPL Financial, Member FINRA www.finra.org You are leaving CPM Federal Credit Union’s website and entering a website hosted by another party. The credit union does not represent either the third party or the member if the two enter a transaction. Please be advised that you will no longer be under the protection of our website policies. CPM Federal Credit Union are separate entities from LPL Financial. Insurance Products offered through LPL Financial or its licensed affiliates, LPL Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.| Not NCUA Insured | Not FDIC Insured |May Lose Value| Not guaranteed by the credit union nor does the credit union guarantee any uninsured investment product | May involve investment risk
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.