Profilo
Kathryn C.
McNeely currently works at Journey Advisory Group LLC, as Director of Operations.
Posizioni attive di Kathryn C. McNeely
Società | Posizione | Inizio |
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Journey Advisory Group LLC
Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Direttore operativo | - |
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 | 1 |
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Journey Advisory Group LLC
Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Finance |
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- Insiders
- Kathryn C. McNeely