Smart Money Circle Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors ~$280M AUM episode artwork

EPISODE · Jun 21, 2021 · 24 MIN

Smart Money Circle Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors ~$280M AUM

from Smart Money Circle · host Adam Sarhan

Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007.  Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years.  Sean is a 1989 graduate of John Brown University.   Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of the Pinnacle Sherman Funds.  He joined PFA in November 2008. Paul began his financial services career with Wachovia Securities in early 2000 and moved to Raymond James Financial Services in 2005, prior to joining PFA.  Paul graduated from Missouri State University in 1991 with a BS in Accounting.   Website:  https://pinnacledynamicfunds.com/  Disclaimer:  Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives,     risks, charges and expenses of the Pinnacle Sherman Multi Strategy Core     Fund.  This and other important information about the Fund is     contained in the prospectus, which can be obtained at pinnacledynamicfunds.com or     by calling 888-985-9830.      The prospectus should be read carefully before investing.  The     Pinnacle Sherman Multi Strategy Core Fund is distributed by Northern     Lights Distributors, LLC, member FINRA.

Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007.  Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years.  Sean is a 1989 graduate of John Brown University.   Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of the Pinnacle Sherman Funds.  He joined PFA in November 2008. Paul began his financial services career with Wachovia Securities in early 2000 and moved to Raymond James Financial Services in 2005, prior to joining PFA.  Paul graduated from Missouri State University in 1991 with a BS in Accounting.   Website:  https://pinnacledynamicfunds.com/  Disclaimer:  Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives,     risks, charges and expenses of the Pinnacle Sherman Multi Strategy Core     Fund.  This and other important information about the Fund is     contained in the prospectus, which can be obtained at pinnacledynamicfunds.com or     by calling 888-985-9830.      The prospectus should be read carefully before investing.  The     Pinnacle Sherman Multi Strategy Core Fund is distributed by Northern     Lights Distributors, LLC, member FINRA.

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Smart Money Circle Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors ~$280M AUM

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Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007.  Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with...

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