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Jeffrey Link
Portfolio Manager-Aktien bei Guardian Wealth Advisors LLC (North Carolina)
Aktive Positionen von Jeffrey Link
Unternehmen | Position | Beginn | Ende |
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Guardian Wealth Advisors LLC (North Carolina)
![]() Guardian Wealth Advisors LLC (North Carolina) Investment ManagersFinance Guardian Wealth Advisors LLC (GWA) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Formerly known as GWP Holdings LLC, the firm was founded in 2019 and is principally owned by Christian Keedy and Michael Hensley. GWA provides discretionary and non-discretionary Investment Advisory Services to individuals and high net worth individuals, retirement plans (including defined contribution plans, 401(k) plans, 403(b) plans, and profit-sharing plans) and their participants, charitable organizations, trusts, estates, endowments, foundations, corporations and other business entities. | Portfolio Manager-Aktien | 01.04.2020 | - |
Karriereverlauf von Jeffrey Link
Ehemalige bekannte Positionen von Jeffrey Link
Unternehmen | Position | Beginn | Ende |
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Aptus Capital Advisors LLC
![]() Aptus Capital Advisors LLC Investment ManagersFinance Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals. | Corporate Officer/Principal | 01.02.2019 | 01.04.2020 |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Aptus Capital Advisors LLC
![]() Aptus Capital Advisors LLC Investment ManagersFinance Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals. | Finance |
Guardian Wealth Advisors LLC (North Carolina)
![]() Guardian Wealth Advisors LLC (North Carolina) Investment ManagersFinance Guardian Wealth Advisors LLC (GWA) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Formerly known as GWP Holdings LLC, the firm was founded in 2019 and is principally owned by Christian Keedy and Michael Hensley. GWA provides discretionary and non-discretionary Investment Advisory Services to individuals and high net worth individuals, retirement plans (including defined contribution plans, 401(k) plans, 403(b) plans, and profit-sharing plans) and their participants, charitable organizations, trusts, estates, endowments, foundations, corporations and other business entities. | Finance |
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