Carol Ligon Bieber
Responsabile della Conformità presso Professional Advisory Services, Inc.
Profilo
Ms. Carol L.
Bieber is a Managing Officer at Professional Advisory Services, Inc. She is also a is Managing Partner of the firm and serves on the Board of Directors.
As a corporate officer, her responsibilities include Secretary, Treasurer, HR, and Chief Compliance Officer.
She joined PASI in 1998.
She is a Portfolio Manager and enjoys working with a diverse client base including attorneys, CPAs, physicians, and retirees.
Ms. Bieber graduated from the University of Florida with a Bachelor’s degree in 1982.
Posizioni attive di Carol Ligon Bieber
Società | Posizione | Inizio |
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Professional Advisory Services, Inc.
Professional Advisory Services, Inc. Investment ManagersFinance Professional Advisory Services, Inc. (PASI) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vero Beach, Florida. The firm was co-founded by Kenneth M. Ligon II and Ronald J. Jaffe in 1977. PASI’s clients are individuals with personal custodial accounts, trusts, and individual retirement accounts (IRAs). They also invest for a number of corporate clients who have pension, profit-sharing, and 401(k) plans. Additionally, the firm invests for charities and business entities. | Responsabile della Conformità | 01/01/1998 |
Formazione di Carol Ligon Bieber
University of Florida | 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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Professional Advisory Services, Inc.
Professional Advisory Services, Inc. Investment ManagersFinance Professional Advisory Services, Inc. (PASI) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vero Beach, Florida. The firm was co-founded by Kenneth M. Ligon II and Ronald J. Jaffe in 1977. PASI’s clients are individuals with personal custodial accounts, trusts, and individual retirement accounts (IRAs). They also invest for a number of corporate clients who have pension, profit-sharing, and 401(k) plans. Additionally, the firm invests for charities and business entities. | Finance |
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