Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald McCurry is a financial advisor with over 20 years of experience in the financial services industry. Ronald has been registered as an investment advisor in Missouri and Texas since 2009. Ronald holds Series 7, 63, 65, 24, and 82TO licenses. Ronald is currently employed at Pinnacle Family Advisors, LLC, where Ronald provides a wide range of financial services, including financial planning, portfolio management, pension consulting, and business consulting. Ronald has a diverse client base that includes individuals, families, businesses, corporations, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Financial and business consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party advisers; % of plan assets
1
2
MO
03/29/2012 - Present
Pinnacle Family Advisors, LLC (SPRINGFIELD MO)
MO
02/04/2009 - 03/10/2010
PURSHE KAPLAN STERLING INVESTMENTS (SPRINGFIELD MO)
MO
01/04/1999 - 01/07/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
FL
04/16/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 05/12/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 04/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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