Michelle Lais Mabry

Amministratore Delegato presso Client 1st Advisory Group LLC

Finance

Consumer Services

Posizioni attive di Michelle Lais Mabry

Società	Posizione	Inizio	Fine
Client 1st Advisory Group LLC Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations.	Amministratore Delegato	01/01/2022	-
	Fondatore	01/03/2013	-
	Direttore degli Investimenti	01/03/2013	01/01/2022
	Presidente	01/03/2013	01/01/2022

Società	Posizione	Inizio	Fine
Wealth Management Consultants, Inc. Wealth Management Consultants, Inc. Investment ManagersFinance Wealth Management Consultants, Inc. provides financial consulting services. It offers cash and debt management, compensation and employee benefit analysis services. The company is headquartered in Denver, CO.	Corporate Officer/Principal	01/01/2008	01/12/2012
Ameriprise Financial Services LLC Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.	Corporate Officer/Principal	01/11/1989	01/03/2008

Louisiana State University

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Corporate Officer/Principal	2
Chief Executive Officer	1
Chief Investment Officer	1

Settori

Finance	4
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	3
Ameriprise Financial Services LLC Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.	Finance
Wealth Management Consultants, Inc. Wealth Management Consultants, Inc. Investment ManagersFinance Wealth Management Consultants, Inc. provides financial consulting services. It offers cash and debt management, compensation and employee benefit analysis services. The company is headquartered in Denver, CO.	Finance
Client 1st Advisory Group LLC Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations.	Finance