Trent Searle

Portfolio Manager-Aktien bei Physician Wealth Advisors, Inc.

Finance

Consumer Services

Aktive Positionen von Trent Searle

Unternehmen	Position	Beginn	Ende
Physician Wealth Advisors, Inc. Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members.	Portfolio Manager-Aktien	01.04.2017	-

Unternehmen	Position	Beginn	Ende
TrueNorth Wealth Management LC TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA.	Corporate Officer/Principal	01.07.2014	01.03.2017
Investment Management Consultants Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV.	Corporate Officer/Principal	01.01.2009	01.01.2012

Brigham Young University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Corporate Officer/Principal	2
Portfolio Manager-Equities	1
Undergraduate Degree	1

Sektoral

Finance	4
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	3
Physician Wealth Advisors, Inc. Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members.	Finance
TrueNorth Wealth Management LC TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA.	Finance
Investment Management Consultants Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV.	Finance