Brice Russell Oldham

Portfolio Manager-Aktien bei Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Profil

Brice Russell Oldham is currently working as Vice President & Financial Advisor at Wealth Enhancement Advisory Services LLC since 2021.
Prior to this, he worked as a Financial Planner & Investment Analyst at Carroll Financial Associates, Inc. from 2014 to 2021.
Mr. Oldham completed his undergraduate degree from Middle Tennessee State University.

Aktive Positionen von Brice Russell Oldham

Unternehmen	Position	Beginn
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Portfolio Manager-Aktien	01.12.2021

Alle aktiven Positionen von Brice Russell Oldham

Ehemalige bekannte Positionen von Brice Russell Oldham

Unternehmen	Position	Ende
Carroll Financial Associates, Inc. Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients.	Analyst-Equity	01.11.2021

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Ausbildung von Brice Russell Oldham

Middle Tennessee State University

Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

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Frau

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Unternehmensverbindungen

Private Unternehmen	2
Carroll Financial Associates, Inc. Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients.	Finance
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance