Brian Patrick Wells
Gestore di Portafoglio-Azioni presso Firstrust Financial Resources LLC
Profilo
Mr. Brian P.
Wells is a Vice President at Firstrust Financial Resources LLC.
Since 1996, Mr. Wells has developed a broad-based practice, working with families and small businesses in multiple areas of financial services with an emphasis in retirement planning and employee benefits.
He works closely with individuals to ascertain their goals and then implement financially sound strategies.
He received his B.A.
in Economics and B.S.
in Finance from East Stroudsburg University in Stroudsburg, Pennsylvania.
Posizioni attive di Brian Patrick Wells
Società | Posizione | Inizio |
---|---|---|
Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Gestore di Portafoglio-Azioni | 01/03/2000 |
Formazione di Brian Patrick Wells
East Stroudsburg University of Pennsylvania | Undergraduate Degree |
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 | 1 |
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Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Finance |
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