Profilo
Mr. Larry A.
Ellis is a Founding Partner & Principal at Values First Advisors, Inc. As an investment advisor and fiduciary, he helps his clients make wise financial decisions, live a generous life, and leave a meaningful legacy.
In addition to this, he oversees the firm’s operations and, along with his partner, the firm’s strategic vision.
Mr. Ellis previously served as an investment advisor with American Values Investments where he and his partner first used faith based investing with their clients.
He received his undergraduate degree from Boyce College.
Posizioni attive di Alex Ellis
| Società | Posizione | Inizio |
|---|---|---|
Values First Advisors, Inc.
 Values First Advisors, Inc. Investment ManagersFinance Values First Advisors, Inc. (Values First) is an independent registered investment advisor headquartered in Gray, Tennessee. The firm was co-founded by Roy E. Nunn and L. Alex Ellis in 2009. VFA provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. | Fondatore | 01/01/2009 |
Precedenti posizioni note di Alex Ellis
| Società | Posizione | Fine |
|---|---|---|
American Values Investments, Inc.
 American Values Investments, Inc. Investment ManagersFinance American Values Investments, Inc. (AVI) is an independent, SEC-registered investment advisor headquartered in Gray, Tennessee. The firm was founded by Carter LeCraw in 1996 as LeCraw Investment Management, Inc. AVI serves as a sub-advisor to other investment advisory firms that provide model equity portfolios for their clients. As a sub-advisor, AVI offers three American Values Portfolio models that each contains only American Values Stocks. | Corporate Officer/Principal | - |
Formazione di Alex Ellis
| Boyce College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Values First Advisors, Inc.
Values First Advisors, Inc. Investment ManagersFinance Values First Advisors, Inc. (Values First) is an independent registered investment advisor headquartered in Gray, Tennessee. The firm was co-founded by Roy E. Nunn and L. Alex Ellis in 2009. VFA provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. | Finance |
American Values Investments, Inc.
American Values Investments, Inc. Investment ManagersFinance American Values Investments, Inc. (AVI) is an independent, SEC-registered investment advisor headquartered in Gray, Tennessee. The firm was founded by Carter LeCraw in 1996 as LeCraw Investment Management, Inc. AVI serves as a sub-advisor to other investment advisory firms that provide model equity portfolios for their clients. As a sub-advisor, AVI offers three American Values Portfolio models that each contains only American Values Stocks. | Finance |
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