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William Paul Gettings
Amministratore Delegato presso BCGM Wealth Management LLC
Posizioni attive di William Paul Gettings
Società | Posizione | Inizio | Fine |
---|---|---|---|
BCGM Wealth Management LLC
![]() BCGM Wealth Management LLC Investment ManagersFinance BCGM Wealth Management LLC (dba Gettings Reed Financial) is a private, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, Indiana. Gettings Reed Financial provides investment advisory services for individuals, high net worth individuals, foundations, employee sponsored retirement plans, charitable organizations, trusts, and corporations. | Amministratore Delegato | 01/01/2020 | - |
Gestore di Portafoglio-Azioni | 01/01/2020 | - |
Storia della carriera di William Paul Gettings
Precedenti posizioni note di William Paul Gettings
Società | Posizione | Inizio | Fine |
---|---|---|---|
Creative Financial Designs, Inc.
![]() Creative Financial Designs, Inc. Investment ManagersFinance Creative Financial Designs, Inc. (Creative) is a privately-owned registered investment advisor headquartered in Kokomo, Indiana. Founded in 1982, Creative provides advisory services to retail and institutional customers, individuals, including high net-worth individuals and business entities, such as charitable organizations, as well as to employer retirement and pension plans. | Corporate Officer/Principal | 01/07/2002 | 01/12/2019 |
Equitable Advisors LLC
![]() Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | 01/07/1999 | 01/07/2002 |
Formazione di William Paul Gettings
Purdue University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
Equitable Advisors LLC
![]() Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
Creative Financial Designs, Inc.
![]() Creative Financial Designs, Inc. Investment ManagersFinance Creative Financial Designs, Inc. (Creative) is a privately-owned registered investment advisor headquartered in Kokomo, Indiana. Founded in 1982, Creative provides advisory services to retail and institutional customers, individuals, including high net-worth individuals and business entities, such as charitable organizations, as well as to employer retirement and pension plans. | Finance |
BCGM Wealth Management LLC
![]() BCGM Wealth Management LLC Investment ManagersFinance BCGM Wealth Management LLC (dba Gettings Reed Financial) is a private, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, Indiana. Gettings Reed Financial provides investment advisory services for individuals, high net worth individuals, foundations, employee sponsored retirement plans, charitable organizations, trusts, and corporations. | Finance |