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Paul Deleon Reynolds
Chief Executive Officer at
Triangle Securities Wealth Management, Inc.
Profile
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.
Paul Deleon Reynolds active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2008-07-31 |
Former positions of Paul Deleon Reynolds
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Paul Deleon Reynolds
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
6
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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