Jeffrey Link
Gestor de Cartera-Acciones en Guardian Wealth Advisors LLC (North Carolina) .
Perfil
Jeffrey David Link is currently working as an Investment Advisor Representative at Guardian Wealth Advisors LLC in North Carolina since 2020.
Prior to this, he worked as an Investment Advisor Representative at Aptus Capital Advisors LLC from 2019 to 2020.
Cargos activos de Jeffrey Link
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/04/2020 |
Antiguos cargos conocidos de Jeffrey Link.
| Empresas | Cargo | Fin |
|---|---|---|
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 | 01/04/2020 |
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| Empresas privadas | 2 |
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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. | Finance |
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 |
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