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Posizioni attive di Alex Ellis
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Gestore di Portafoglio-Azioni | 01/01/2009 | - | |
Presidente | 01/01/2009 | - | |
Treasurer | 01/01/2009 | - |
Storia della carriera di Alex Ellis
Precedenti posizioni note di Alex Ellis
Società | Posizione | Inizio | Fine |
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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 |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Founder | 1 |
Portfolio Manager-Equities | 1 |
President | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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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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