Barry Carl Smith
Responsabile della Conformità presso Element Wealth LLC
Posizioni attive di Barry Carl Smith
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Storia della carriera di Barry Carl Smith
Precedenti posizioni note di Barry Carl Smith
Società | Posizione | Inizio | Fine |
---|---|---|---|
Trustmark National Bank (3327) | Corporate Officer/Principal | 01/01/1983 | 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 | 01/01/1978 | 02/01/1982 |
Formazione di Barry Carl Smith
Mississippi State University | Undergraduate Degree |
Millsaps College | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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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