RM
Ronald S. Mccurry
PINNACLE FAMILY ADVISORS
Springfield, MO 65807
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CRD#: 2873002
RM
Professional summary
Ronald Sean Mccurry is a registered financial advisor currently at PINNACLE FAMILY ADVISORS, LLC located in Springfield, Missouri and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ronald has worked at 5 firms and has passed the Series 63, Series 65, Series 82TO, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 HAIR PLACE; OWNER; P.O. BOX 14784, SPRINGFIELD, MO 65814, OWNED SINCE OCTOBER 2004, HAIR SALON BUSINESS;
1.LUMNEY/MCCURRY BUILDERS- OWNWER WITH BROTHER IN LAW; SPRINGFIELD, MO; OWNED SINCE SEPTEMBER 2005
3. PINNACLE FAMILY ADVISORS, LLC- OWNER/PRESIDENT; START DATE- 09/2005- PRESENT, SPTINGFIELD, MO.
4. PINNACLE CONSULTING CPAS; NOT INVESTMENT RELATED; 3010 E. BATTLEFIELD, SPRINGFIELD, MO 65804; ACCOUNTING AND BUSINESS CONSULTING; 25% OWNER; START DATE: 12/1/09; 5 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; ASSIST IN REFERRING TAX & ACCOUNTING CLIENTS TO THE FIRM AND ATTEND MONTHLY STAFF MEETING IF POSSIBLE.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Sean Mccurry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 28, 2009 - Present
PINNACLE FAMILY ADVISORS, LLC
Office #1: 620 W. Republic Road Suite 104, Springfield, MO 65807RIA
CRD#: 145628
Springfield, MO
Current
May 2, 2022 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
February 4, 2009 - March 10, 2010
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
SPRINGFIELD, MO
Past
December 2, 1999 - January 7, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
SPRINGFIELD, MO
Past
January 4, 1999 - January 7, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SPRINGFIELD, MO
Past
April 16, 1997 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
BD
CRD#: 10147
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PINNACLE FAMILY ADVISORS, LLC
PINNACLE ASSET MANAGEMENT | PINNACLE TACTICAL FUNDS | PINNACLE SHERMAN FUNDS | PINNACLE FAMILY ADVISORS, LLC
CRD#: 145628 / SEC#: 801-78013
RIA
Registered Investment Advisory firm - (5/14/2013 Approved)Missouri
Registered Investment Advisory firm - (5/15/2013 Terminated)Texas
Registered Investment Advisory firm - (5/15/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Missouri(4/28/2009)
RR
Missouri(7/25/2022)
IAR
Texas(3/29/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 4/19/2022
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PF
PINNACLE FAMILY ADVISORS, LLC
PINNACLE ASSET MANAGEMENT | PINNACLE TACTICAL FUNDS | PINNACLE SHERMAN FUNDS | PINNACLE FAMILY ADVISORS, LLC
CRD#: 145628 / SEC#: 801-78013
RIA
Registered Investment Advisory firm - (5/14/2013 Approved)Missouri
Registered Investment Advisory firm - (5/15/2013 Terminated)Texas
Registered Investment Advisory firm - (5/15/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
620 W. Republic Road Suite 104, Springfield, MO 65807
Mailing Address
Phone number
(417) 886-6590
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,876 |
| AUM (Assets Under Management) | $ 341,342,744 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/16/2025 | ||
| 01/26/2024 | ||
| 01/25/2023 |
Red Flags
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Company Information
PINNACLE FAMILY ADVISORS, LLC
CRD#: 145628Springfield, MO 65807TRUST BUT VERIFY
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