Ronald Sean Mccurry

Employer firm

Pinnacle Family Advisors, LLC CRD 145628

$372M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  Pinnacle Family Advisors Llc
  Springfield, MO
• 03/2022 → Present
  Innovation Partners Llc
  Charlotte, NC

Previous Registrations

• 1999-12-02 → 2008-01-07
  Raymond James Financial Services, Inc.
  Springfield, MO
  Forsyth, MO

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-12
• S65 Uniform Investment Adviser Law Examination
  1997-05-23