Posizioni attive di Jim Heard
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | - | - |
| Presidente | - | - |
Storia della carriera di Jim Heard
Precedenti posizioni note di Jim Heard
| Società | Posizione | Inizio | 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 | 01/01/1999 | - |
| Presidente | 01/01/1999 | - | |
| Fondatore | 01/01/1999 | - | |
| Presidente | 01/01/1999 | - |
Formazione di Jim Heard
| Davidson College | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Chief Executive Officer | 2 |
| President | 2 |
| Chairman | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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