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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