Chris Osmond
Chief Investment Officer bij CCG Wealth Management LLC
Profiel
Mr. Christopher E.
Osmond is a Chief Investment Officer at CCG Wealth Management LLC.
Mr. Osmond was previously employed as a Chief Investment Officer by Prime Capital Investment Advisors LLC.
He obtained his Bachelor of Science in finance from the University of Arizona.
Actieve functies van Chris Osmond
Bedrijven | Functie | Begin |
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CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 01-03-2022 |
Eerdere bekende functies van Chris Osmond
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Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals. | Chief Investment Officer | 06-08-2021 |
Opleiding van Chris Osmond
University of Arizona | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals. | Finance |
CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |