![Fred George Werner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Fred George Werner
Fondatore presso
Summit Financial Wealth Advisors LLC
Profilo
Mr. Fred G.
Werner is a Portfolio Manager at Summit Financial Wealth Advisors LLC.
He co-founded the firm in 2003 and has over 35 year career in the industry.
Mr. Werner began in 1976 when he moved to Lafayette and helped establish the E.F.
Hutton office where he was the manager.
After a merger, he joined Legg Mason as the local manager.
Mr. Werner was previously employed as a Manager by E.F.
Hutton & Co., Inc. and a Principal by Legg Mason & Co. LLC.
Posizioni attive di Fred George Werner
| Società | Posizione | Inizio |
|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models. | Fondatore | 01/01/2003 |
Precedenti posizioni note di Fred George Werner
| Società | Posizione | Fine |
|---|---|---|
Legg Mason & Co. LLC (New York)
 Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
1
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
Summit Financial Wealth Advisors LLC
Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models. | Finance |
