Jeffrey Ray Albright
Gestore di Portafoglio-Azioni presso Creative Planning LLC
Profilo
Mr. Jeffrey R.
Albright is a Wealth Manager & Partner at Creative Planning LLC.
He was an Investment Consultant with a major national financial services firm for over 7 years where he assisted clients with their financial needs.
Mr. Albright was previously employed as a Vice President-Institutional Division by The Burney Co. and a Consultant by TD Waterhouse Group, Inc.
He received his undergraduate degree from Guilford College.
Posizioni attive di Jeffrey Ray Albright
| Società | Posizione | Inizio |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestore di Portafoglio-Azioni | 01/09/2012 |
Precedenti posizioni note di Jeffrey Ray Albright
| Società | Posizione | Fine |
|---|---|---|
The Burney Co.
 The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Vendite & Marketing | 31/08/2012 |
TD Waterhouse Group, Inc.
 TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Corporate Officer/Principal | - |
Formazione di Jeffrey Ray Albright
| Guilford College | 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 | 3 |
|---|---|
The Burney Co.
The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Finance |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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- Jeffrey Ray Albright
