Carl Marker has been an investment adviser representative at Pinnacle Wealth Advisors since October 2025, and is not listed among the firm’s executive officers or direct owners. Carl Marker holds a Bachelor of Science in Computer Science and Psychology from the University of Oregon.
Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.
Carl Marker is Partner of Pinnacle Wealth Advisors. He founded IMS Capital Management in 1988 and has led the IMS family of funds since their inception in 1996, with more than 30 years of experience managing portfolios. Earlier he worked as a financial systems analyst for subsidiaries of General Motors and Mercedes-Benz.
Carl Marker’s longest registration was 37 years at Ims Capital Management (1989–2026). Before joining Pinnacle Wealth Advisors in 2025, Carl Marker was registered through Ims Capital Management.
- Pinnacle Wealth AdvisorsCurrent– present · under a yearClackamas, OR · Adviser representative · Firm CRD 117517
- Ims Capital Management– · 37 yearsPortland, OR · Adviser representative · Firm CRD 105939
Investment adviser representative registrations
Carl Marker is registered as an investment adviser representative in Texas, since October 2025.
- TexasSince 28 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 October 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1988 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Carl William Marker
- CRD
- 1886007
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- March 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Carl Marker work?
Carl Marker is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Carl Marker a financial advisor?
Yes. Carl Marker has a current investment-adviser registration in Texas, through Pinnacle Wealth Advisors since October 2025.
How many years of experience does Carl Marker have?
Carl Marker has 37 years in the financial industry, since March 1989, across 2 adviser firms.
What exams has Carl Marker passed?
Carl Marker has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in September 1988.
Where is Carl Marker based?
Carl Marker’s registered office is in Clackamas, OR.
Is Carl Marker registered with FINRA?
No. Carl Marker has no current broker registration.
How can I verify Carl Marker’s record?
Search CRD 1886007 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carl Marker’s full registration record.
