Paul Deleon Reynolds
Directeur Général chez Triangle Securities Wealth Management, Inc.
Profil
Mr. Paul D.
Reynolds, III, is a President & Founder at Triangle Securities Wealth Management, Inc.
In 1980, he began his financial career with Carolina Securities Corporation.
In 1989, after Carolina Securities was acquired, he moved his financial practice to Wheat First Securities.
In 1992, as one of Wheat First’s top financial advisors.
When Wheat First Securities was acquired by First Union National Bank in 1998 and later merged with Wachovia Bank, Mr. Reynolds, a Certified Portfolio Manager with the firm, decided to found Triangle Securities in response to the continuing consolidation within the industry.
He received his B.S., Business Administration from Averett College.
Postes actifs de Paul Deleon Reynolds
| Sociétés | Poste | Début |
|---|---|---|
Triangle Securities Wealth Management, Inc.
 Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Directeur Général | 01/08/2008 |
Anciens postes connus de Paul Deleon Reynolds
| Sociétés | Poste | Fin |
|---|---|---|
Carolina Securities Corp.
 Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Corporate Officer/Principal | - |
| Wheat First Securities, Inc. | Corporate Officer/Principal | - |
Formation de Paul Deleon Reynolds
| Averett College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |
Carolina Securities Corp.
Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Commercial Services |
| Wheat First Securities, Inc. | Finance |
