Cargos activos de Jim Heard
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
WBFG, Inc.
 WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Director Ejecutivo | - | - |
| Presidente | - | - |
Historial de carrera de Jim Heard
Antiguos cargos conocidos de Jim Heard.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
TrueWealth LLC
 TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Director Ejecutivo | 01/01/1999 | - |
| Presidente | 01/01/1999 | - | |
| Fundador | 01/01/1999 | - | |
| Presidente | 01/01/1999 | - |
Formación de Jim Heard.
| Davidson College | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Chief Executive Officer | 2 |
| President | 2 |
| Chairman | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
TrueWealth LLC
TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Finance |
WBFG, Inc.
WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Finance |
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