Rick Alphonso
Director Ejecutivo en The Financial Advisory Group LLC .
Cargos activos de Rick Alphonso
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
The Financial Advisory Group LLC
 The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Director Ejecutivo | 01/05/1997 | - |
American Association of Attorney-Certified Public Accountants
 American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA. | Director/Miembro de la Junta | - | - |
Historial de carrera de Rick Alphonso
Formación de Rick Alphonso.
| University of New Orleans | Graduate Degree |
| Tulane University (Louisiana) | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Graduate Degree | 2 |
| Chief Executive Officer | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Finance |
American Association of Attorney-Certified Public Accountants
American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA. |
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