Profilo
Marjorie Uys Edenfield worked as an Advisor at Resource Planning Group Ltd.
from 2012 to 2020 and as a Senior Wealth Advisor at TrueWealth LLC.
She received her undergraduate degree from Brenau University, Inc. in 2012.
Precedenti posizioni note di Marjorie Uys Edenfield
| Società | Posizione | Fine |
|---|---|---|
Resource Planning Group Ltd.
 Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Corporate Officer/Principal | 01/01/2020 |
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. | Gestore di Portafoglio-Azioni | - |
Formazione di Marjorie Uys Edenfield
| Brenau University, Inc. | Undergraduate Degree |
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 | 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 |
Resource Planning Group Ltd.
Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Finance |
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