![Rob Hoxton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Rob Hoxton
Direttore/Membro del Consiglio presso
JSB FINANCIAL INC.
Profilo
Mr. Archibald R.
Hoxton, IV, is an Independent Director at Jefferson Security Bank and a Managing Member & Chief Compliance Officer at Hoxton Planning & Management LLC.
He is on the Board of Directors at Jefferson Security Bank and JSB Financial, Inc. He focuses on personal financial planning and implementing investment strategies for clients.
Mr. Hoxton was previously employed as a Managing Director by United Capital Financial Advisers LLC and a CEO & Director of Business Development by Hoxton Financial, Inc.
He graduated from North Carolina State University with a Bachelor of Arts in English and earned the designation of CFP.
Posizioni attive di Rob Hoxton
| Società | Posizione | Inizio |
|---|---|---|
| JSB FINANCIAL INC. | Direttore/Membro del Consiglio | - |
Jefferson Security Bank
 Jefferson Security Bank Regional BanksFinance Operates as a community bank | Direttore/Membro del Consiglio | 03/06/2022 |
Hoxton Planning & Management LLC
 Hoxton Planning & Management LLC Investment ManagersFinance Hoxton Planning & Management practices strategic asset allocation in keeping with the tenets of Modern Portfolio Theory. The firm seeks to gain after-tax performance by using a tax management approach to investment management. Portfolios are built using individual securities such as stocks and bonds, exchange traded funds (ETF), and mutual funds. | Amministratore Delegato | 01/04/2022 |
Precedenti posizioni note di Rob Hoxton
| Società | Posizione | Fine |
|---|---|---|
Hoxton Financial, Inc.
 Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice | Amministratore Delegato | 01/04/2016 |
United Capital Financial Advisors LLC
 United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Gestore di Portafoglio-Azioni | - |
Formazione di Rob Hoxton
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
18
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Finance |
North Carolina State University
 North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jefferson Security Bank
Jefferson Security Bank Regional BanksFinance Operates as a community bank | Finance |
Hoxton Financial, Inc.
Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice | Finance |
Hoxton Planning & Management LLC
Hoxton Planning & Management LLC Investment ManagersFinance Hoxton Planning & Management practices strategic asset allocation in keeping with the tenets of Modern Portfolio Theory. The firm seeks to gain after-tax performance by using a tax management approach to investment management. Portfolios are built using individual securities such as stocks and bonds, exchange traded funds (ETF), and mutual funds. | Finance |
JSB Financial, Inc.
 JSB Financial, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services | Finance |
