Paul Thomas Carroll
Directeur en chef des Investissements chez Pinnacle Family Advisors LLC
Profil
Mr. Paul T.
Carroll is Chief Investment Officer at Pinnacle Family Advisors LLC.
He joined the firm in November 2008.
Prior to joining Pinnacle Family Advisors in November 2008, Mr. Carroll previously worked with Sean McCurry in the Raymond James branch.
He began his financial services career with Wachovia Securities in February 2000.
He worked as a financial advisor with Wachovia until December 2005, when he then moved back to Springfield to work with Sean McCurry at Raymond James.
Paul also currently serves on the Springfield Police and Fire Fighters Pension Board and is the chairman of the board’s Audit Committee.
He graduated from Missouri State University in 1991 with a Bachelor of Science in Accounting.
Prior to entering the financial services industry,
Postes actifs de Paul Thomas Carroll
| Sociétés | Poste | Début |
|---|---|---|
Pinnacle Family Advisors LLC
 Pinnacle Family Advisors LLC Investment ManagersFinance Pinnacle Family Advisors LLC (PFA) is an independent registered investment adviser headquartered in Springfield, Missouri. The firm was founded by R. Sean McCurry in 2007. PFA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They are also the manager to two affiliated mutual funds. | Directeur en chef des Investissements | 01/11/2008 |
Anciens postes connus de Paul Thomas Carroll
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Corporate Officer/Principal | 31/10/2008 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 30/11/2005 |
Formation de Paul Thomas Carroll
| Missouri State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Finance |
Pinnacle Family Advisors LLC
Pinnacle Family Advisors LLC Investment ManagersFinance Pinnacle Family Advisors LLC (PFA) is an independent registered investment adviser headquartered in Springfield, Missouri. The firm was founded by R. Sean McCurry in 2007. PFA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They are also the manager to two affiliated mutual funds. | Finance |