Historial de carrera de Cliff Weldon Draughn
Antiguos cargos conocidos de Cliff Weldon Draughn.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Fundador | 01/01/2008 | 01/07/2022 |
| Miembro del Comité de Inversión | 01/01/2008 | 01/07/2022 | |
| Gestor de Cartera-Acciones | 01/01/2008 | 01/07/2022 | |
Excelsia, Inc.
 Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Oficial de Cumplimiento | - | - |
| Gestor de Cartera-Acciones | - | - | |
| Presidente | - | - |
Formación de Cliff Weldon Draughn.
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Portfolio Manager-Equities | 2 |
| Compliance Officer | 1 |
| President | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Excelsia, Inc.
Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Finance |
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Finance |
- Bolsa de valores
- Insiders
- Cliff Weldon Draughn
- Experiencia
