Paul Thomas Carroll
Investment adviser representative at Pinnacle Family Advisors, LLC
18 yearsExperience
2 statesRegistered in
$371.7MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2009 to now
- Pinnacle Family Advisors, LLCNov 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Pinnacle Family Advisors, LLC
$371.7MAssets managed
917Clients
9Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2229563
- Firm CRD
- 145628