![Fred George Werner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Fred George Werner
Oprichter bij
Summit Financial Wealth Advisors LLC
Profiel
Mr. Fred G.
Werner is a Portfolio Manager at Summit Financial Wealth Advisors LLC.
He co-founded the firm in 2003 and has over 35 year career in the industry.
Mr. Werner began in 1976 when he moved to Lafayette and helped establish the E.F.
Hutton office where he was the manager.
After a merger, he joined Legg Mason as the local manager.
Mr. Werner was previously employed as a Manager by E.F.
Hutton & Co., Inc. and a Principal by Legg Mason & Co. LLC.
Actieve functies van Fred George Werner
| Bedrijven | Functie | Begin |
|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models. | Oprichter | 01-01-2003 |
Eerdere bekende functies van Fred George Werner
| Bedrijven | Functie | Einde |
|---|---|---|
Legg Mason & Co. LLC (New York)
 Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
1
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
Summit Financial Wealth Advisors LLC
Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial invests assets in equity securities of individual companies, equity and fixed income mutual funds, ETFs and in individual bonds. They typically manage accounts in accordance with investment models they have designed to suit their clients' investment objectives, risk tolerance and account size. Summit Financial has an investment committee which meets formally on approximately a quarterly basis, and more often as needed. The investment committee selects and approves the contents of their models. | Finance |
