Paul
Carroll
Pinnacle Family Advisors, LLC
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About this Advisor
Paul Carroll is a financial advisor who works in Springfield, Missouri with 14 years of industry experience. Carroll is an employee of Pinnacle Family Advisors, LLC. Carroll has gained experience at Purshe Kaplan Sterling Investments and Pinnacle Family Advisors LLC. Carroll has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri and Texas. Pinnacle Family Advisors, LLC is a financial advisory firm that has its headquarters in Springfield, MO. It has a total of 13 financial advisors. It handles $252 million in assets under management between its 1,776 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,776 customer accounts, just 8% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Pinnacle Family Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules largely are based on which services are provided. However, fee types billed by Pinnacle Family Advisors, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Family Advisors, LLC Brokerage Details
$252,030,050
13
1,776
$141,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Paul Carroll Work History
Paul has been registered as a financial advisor for 14 years.*
Purshe Kaplan Sterling Investments
Pinnacle Family Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Carroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Family Advisors, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Saint Louis, MO
Springfield, MO
Springfield, MO
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