Profilo
Mr. Benjamin D.
Hicks was previously employed as a Wealth Advisor by Soundmark Wealth Management LLC.
Precedenti posizioni note di Ben Hicks
| Società | Posizione | Fine |
|---|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Gestore di Portafoglio-Azioni | 08/05/2024 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Finance |
















