Profil
Ms. Shelby Aughtry is Investment Research Associate at Burns Wealth Management, Inc. She joined Burns Wealth Management.
Ms. Aughtry graduated from the University of Oklahoma's Price College of Business in 2012 with a Bachelor of Business Administration degree in Finance.
Ehemalige bekannte Positionen von Shelby Aughtry
| Unternehmen | Position | Ende |
|---|---|---|
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Analyst-Equity | 01.01.2015 |
Ausbildung von Shelby Aughtry
| University of Oklahoma | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Burns Wealth Management, Inc.
Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Finance |
