James Arthur Worden
Director de Inversiones en WCG Wealth Advisors LLC .
Cargos activos de James Arthur Worden
Empresas | Cargo | Inicio | Fin |
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WCG Wealth Advisors LLC
WCG Wealth Advisors LLC Investment ManagersFinance WCG Wealth Advisors LLC (dba The Wealth Consulting Group) is a registered investment advisor and wealth management firm headquartered in Las Vegas, Nevada. The firm was founded in 2014 and is owned by The 1970 Lee Trust. The Wealth Consulting Group provides fee-based investment advisory services for compensation primarily to individual clients, high-net worth individuals and corporate clients. | Director de Inversiones | 01/06/2021 | - |
Historial de carrera de James Arthur Worden
Antiguos cargos conocidos de James Arthur Worden.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans. | Analyst-Equity | 01/06/2012 | 01/07/2019 |
Director de Investigación - Acciones | 01/06/2012 | 01/07/2019 | |
Hanson McClain Strategic Advisors, Inc.
Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Founded in 2011, Hanson McClain Strategic Advisors, Inc. is a registered investment advisor located in Sacramento, California. | Analyst-Equity | 01/06/2012 | 22/01/2014 |
Director de Investigación - Acciones | 01/06/2012 | 22/01/2014 | |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Corporate Officer/Principal | 01/05/2012 | 01/05/2012 |
Brecek & Young Advisors, Inc.
Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Part of AG Artemis Holdings LP, Brecek & Young Advisors, Inc. is a company that provides securities and wealth management services. The company is based in Folsom, CA. Brecek & Young Advisors was acquired by Securities America Financial Corp., part of AG Artemis Holdings LP from August 17, 2011 on December 31, 2008 for $26 million. | Corporate Officer/Principal | 01/05/2012 | 01/05/2012 |
Sierra Capital Investors, Inc.
Sierra Capital Investors, Inc. Investment ManagersFinance Sierra Capital Investors, Inc. (SCI) is an independent hedge fund management firm headquartered in Shingle Springs, California. The firm was founded by Michael A. Doran in 1998. SCI provides investment advice for high net worth individuals and institutions. | Corporate Officer/Principal | 01/01/2001 | - |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Corporate Officer/Principal | 31/12/2000 | 31/12/2000 |
Prudential Securities | Corporate Officer/Principal | 31/12/1999 | 31/12/1999 |
Formación de James Arthur Worden.
Brigham Young University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 10 |
Operativa
Corporate Officer/Principal | 5 |
Analyst-Equity | 2 |
Director of Research - Equity | 2 |
Sectorial
Finance | 9 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 8 |
---|---|
Prudential Securities | Finance |
Brecek & Young Advisors, Inc.
Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Part of AG Artemis Holdings LP, Brecek & Young Advisors, Inc. is a company that provides securities and wealth management services. The company is based in Folsom, CA. Brecek & Young Advisors was acquired by Securities America Financial Corp., part of AG Artemis Holdings LP from August 17, 2011 on December 31, 2008 for $26 million. | Finance |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Finance |
Sierra Capital Investors, Inc.
Sierra Capital Investors, Inc. Investment ManagersFinance Sierra Capital Investors, Inc. (SCI) is an independent hedge fund management firm headquartered in Shingle Springs, California. The firm was founded by Michael A. Doran in 1998. SCI provides investment advice for high net worth individuals and institutions. | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans. | Finance |
Hanson McClain Strategic Advisors, Inc.
Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Founded in 2011, Hanson McClain Strategic Advisors, Inc. is a registered investment advisor located in Sacramento, California. | Finance |
WCG Wealth Advisors LLC
WCG Wealth Advisors LLC Investment ManagersFinance WCG Wealth Advisors LLC (dba The Wealth Consulting Group) is a registered investment advisor and wealth management firm headquartered in Las Vegas, Nevada. The firm was founded in 2014 and is owned by The 1970 Lee Trust. The Wealth Consulting Group provides fee-based investment advisory services for compensation primarily to individual clients, high-net worth individuals and corporate clients. | Finance |
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