Profiel
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.
Actieve functies van Paul Deleon Reynolds
| Bedrijven | Functie | Begin |
|---|---|---|
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance TWM uses demographic and financial information provided by the client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. The firm uses analytical tools to develop asset allocation strategies. The portfolio management team generally relies on fundamental securities analysis with some emphasis on utilizing charting or cyclical analysis as well. | Algemeen Directeur | 01-08-2008 |
Eerdere bekende functies van Paul Deleon Reynolds
| Bedrijven | Functie | Einde |
|---|---|---|
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.
Wheat First Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Opleiding van Paul Deleon Reynolds
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Wheat First Securities, Inc.
Wheat First Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Carolina Securities Corp.
Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Commercial Services |
Averett College
Averett College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance TWM uses demographic and financial information provided by the client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. The firm uses analytical tools to develop asset allocation strategies. The portfolio management team generally relies on fundamental securities analysis with some emphasis on utilizing charting or cyclical analysis as well. | Finance |
















