Ronald Mccurry is a registered investment advisor at Innovation Partners LLC, based in Springfield, MO, with 28 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more. Their firm serves 26 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
620 W. Republic Road, Suite 104, Springfield, MO, 65807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald owns a hair salon business since 2004 and co-owns Lumney/McCurry Builders since 2005. He is also the owner/president of Pinnacle Family Advisors, LLC, and a 25% owner of Pinnacle Consulting CPAs, spending minimal time assisting in client referrals and attending meetings.
Employment History
Current Registrations
Innovation Partners LLCBroker
Innovation Partners LLC
Pinnacle Family Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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