![Fred George Werner](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>)
Fred George Werner
Gründer bei
Summit Financial Wealth Advisors LLC
Profil
Mr. Fred G.
Werner is a Portfolio Manager at Summit Financial Wealth Advisors LLC.
He co-founded the firm in 2003 and has over 35 year career in the industry.
Mr. Werner began in 1976 when he moved to Lafayette and helped establish the E.F.
Hutton office where he was the manager.
After a merger, he joined Legg Mason as the local manager.
Mr. Werner was previously employed as a Manager by E.F.
Hutton & Co., Inc. and a Principal by Legg Mason & Co. LLC.
Aktive Positionen von Fred George Werner
| Unternehmen | Position | Beginn |
|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models. | Gründer | 01.01.2003 |
Ehemalige bekannte Positionen von Fred George Werner
| Unternehmen | Position | Ende |
|---|---|---|
Legg Mason & Co. LLC (New York)
 Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
1
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
Summit Financial Wealth Advisors LLC
Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models. | Finance |
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