Algemeen Directeur bij Physicians Financial Services, Inc.
Bedrijven | Functie | Begin | Einde |
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Physicians Financial Services, Inc.
![]() Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Algemeen Directeur | 01-01-1986 | - |
Compliance Officer | 01-01-1986 | - | |
Oprichter | 01-01-1986 | - | |
Portefeuillebeheerder-Aandelen | 01-01-1986 | - | |
President | 01-01-1986 | - | |
The Wealth Group Ltd.
![]() The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Algemeen Directeur | 01-06-2010 | - |
Compliance Officer | 01-06-2010 | - | |
Oprichter | 01-06-2010 | - |
Bedrijven | Functie | Begin | Einde |
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CIC Advisers LLC
![]() CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Corporate Officer/Principal | 01-01-1984 | - |
Capital Investment Counsel, Inc.
![]() Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Portefeuillebeheerder-Aandelen | 01-08-1984 | - |
The University of North Carolina at Chapel Hill | Undergraduate Degree |
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Chief Executive Officer | 2 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Bedrijven in privébezit | 4 |
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Capital Investment Counsel, Inc.
![]() Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Finance |
CIC Advisers LLC
![]() CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Finance |
Physicians Financial Services, Inc.
![]() Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Finance |
The Wealth Group Ltd.
![]() The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Finance |