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Joe Bert
Amministratore Delegato presso Certified Advisory Corp.
Posizioni attive di Joe Bert
Società | Posizione | Inizio | Fine |
---|---|---|---|
Certified Advisory Corp.
![]() Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Amministratore Delegato | 01/01/1991 | - |
Responsabile della Conformità | 01/01/1991 | - | |
Fondatore | 01/01/1991 | - | |
Gestore di Portafoglio-Azioni | 01/01/1991 | - | |
Presidente | 01/01/1991 | - | |
Presidente | 01/01/1991 | - |
Storia della carriera di Joe Bert
Formazione di Joe Bert
The Ohio State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Executive Officer | 1 |
Chairman | 1 |
Compliance Officer | 1 |
Settori
Consumer Services | 2 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Certified Advisory Corp.
![]() Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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