Storia della carriera di Gordon Levi Nelson
Precedenti posizioni note di Gordon Levi Nelson
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Keystone Wealth Advisors LLC
 Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Amministratore Delegato | 01/05/2011 | 01/02/2023 |
| Gestore di Portafoglio-Azioni | 01/05/2011 | 01/02/2023 | |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/12/2002 | 31/12/2002 |
Formazione di Gordon Levi Nelson
| Utah State University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Graduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Chief Executive Officer | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Advisors LLC
Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Finance |
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