Jim Heard

Amministratore Delegato presso WBFG, Inc.

Finance

Consumer Services

Profilo

James Wallace Heard was the founder of TrueWealth LLC, which was founded in 1999, where he held the title of Chief Executive Officer.
He is currently the President & Chief Executive Officer at WBFG, Inc. Mr. Heard received his undergraduate degree from Davidson College in 1979.

Posizioni attive di Jim Heard

Società	Posizione	Inizio
WBFG, Inc. WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA.	Amministratore Delegato	-

Tutte le posizioni attive di Jim Heard

Precedenti posizioni note di Jim Heard

Società	Posizione	Fine
TrueWealth LLC TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans.	Amministratore Delegato	-

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Formazione di Jim Heard

Davidson College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
TrueWealth LLC TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans.	Finance
WBFG, Inc. WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA.	Finance