Barry Carl Smith
Responsabile della Conformità presso Element Wealth LLC
Profilo
Mr. Barry C.
Smith is a Partner at Element Wealth LLC.
Mr. Smith was a partner with Woodridge Capital Portfolio Management prior to their merger with Element Wealth.
He started his investment career in 1978 with the Jackson office of Morgan-Keegan & Co., serving clients as an investment consultant.
n 1983,he accepted a position with Trustmark National Bank in Jackson, Mississippi where he worked for more than 14 years as manager of the Investment Services Department.
From 1992 to 1997 he sat on the board of directors and served as President, CEO and Chief Supervisory Officer for Trustmark Financial Services, Inc. (TFSI), Trustmark’s then broker/dealer subsidiary.
He has a degree in economics from Mississippi State University and an MBA from Millsaps College.
Posizioni attive di Barry Carl Smith
| Società | Posizione | Inizio |
|---|---|---|
Element Wealth LLC
 Element Wealth LLC Investment ManagersFinance Element Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Ridgeland, Mississippi. The firm was formerly known as Woodridge Capital Portfolio Management LLC. They were acquired by Ross & Yerger Insurance, Inc. in 2023. Element Wealth offers investment advisory services to individuals, high net worth individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits and endowments. | Responsabile della Conformità | 01/01/1998 |
Precedenti posizioni note di Barry Carl Smith
| Società | Posizione | Fine |
|---|---|---|
| Trustmark National Bank (3327) | Corporate Officer/Principal | 02/01/1998 |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Corporate Officer/Principal | 02/01/1982 |
Formazione di Barry Carl Smith
| Mississippi State University | Undergraduate Degree |
| Millsaps College | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Element Wealth LLC
Element Wealth LLC Investment ManagersFinance Element Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Ridgeland, Mississippi. The firm was formerly known as Woodridge Capital Portfolio Management LLC. They were acquired by Ross & Yerger Insurance, Inc. in 2023. Element Wealth offers investment advisory services to individuals, high net worth individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits and endowments. | Finance |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Finance |
| Trustmark National Bank (3327) | Finance |
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