Profilo
Mr. David Budd is a Managing Director at IMS Capital Management, Inc. Prior to joining IMS, he was a Private Banker at Wells Fargo where he specialized in advising high net worth clients.
Mr. Budd has a BA in Communication from California State University at Long Beach.
He has his Series 7 and Series 66 Investment Licenses, Oregon Life and Health Insurance License and an Accredited Wealth Management Advisor designation from the College for Financial Planning.
Precedenti posizioni note di David Budd
| Società | Posizione | Fine |
|---|---|---|
IMS Capital Management, Inc.
 IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 01/06/2012 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Formazione di David Budd
| The California State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Aziende private | 1 |
|---|---|
IMS Capital Management, Inc.
IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
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