Paul Deleon Reynolds
Amministratore Delegato presso Triangle Securities Wealth Management, Inc.
Profilo
Mr. Paul D.
Reynolds, III, is a President & Founder at Triangle Securities Wealth Management, Inc.
In 1980, he began his financial career with Carolina Securities Corporation.
In 1989, after Carolina Securities was acquired, he moved his financial practice to Wheat First Securities.
In 1992, as one of Wheat First’s top financial advisors.
When Wheat First Securities was acquired by First Union National Bank in 1998 and later merged with Wachovia Bank, Mr. Reynolds, a Certified Portfolio Manager with the firm, decided to found Triangle Securities in response to the continuing consolidation within the industry.
He received his B.S., Business Administration from Averett College.
Posizioni attive di Paul Deleon Reynolds
| Società | Posizione | Inizio |
|---|---|---|
Triangle Securities Wealth Management, Inc.
 Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Amministratore Delegato | 01/08/2008 |
Precedenti posizioni note di Paul Deleon Reynolds
| Società | Posizione | Fine |
|---|---|---|
Carolina Securities Corp.
 Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Corporate Officer/Principal | - |
| Wheat First Securities, Inc. | Corporate Officer/Principal | - |
Formazione di Paul Deleon Reynolds
| Averett College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |
Carolina Securities Corp.
Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Commercial Services |
| Wheat First Securities, Inc. | Finance |
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