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Ronald Sean Mccurry

PINNACLE FAMILY ADVISORS, LLC·SPRINGFIELD, Missouri
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620 W. REPUBLIC ROAD, SPRINGFIELD, MO 65807CRD# 2873002Firm CRD# 145628
01

About

Ronald Sean Mccurry is a registered financial advisor based in SPRINGFIELD, Missouri, affiliated with PINNACLE FAMILY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE FAMILY ADVISORS, LLC
PINNACLE FAMILY ADVISORS, LLC
AUM
$272M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PINNACLE FAMILY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 2873002
Firm CRD# 145628
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Sean Mccurry offer?
Ronald Sean Mccurry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Missouri for a consultation.
What are Ronald Sean Mccurry's credentials?
Ronald Sean Mccurry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Sean Mccurry located?
Ronald Sean Mccurry is based in SPRINGFIELD, Missouri, working with PINNACLE FAMILY ADVISORS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Ronald Sean Mccurry charge for services?
Ronald Sean Mccurry's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: shares in fees paid to third party advisers; % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE FAMILY ADVISORS, LLC?
PINNACLE FAMILY ADVISORS, LLC has approximately 13 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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