Profiel
James Wallace Heard was the founder of TrueWealth LLC, which was founded in 1999, where he held the title of Chief Executive Officer.
He is currently the President & Chief Executive Officer at WBFG, Inc. Mr. Heard received his undergraduate degree from Davidson College in 1979.
Actieve functies van Jim Heard
Bedrijven | Functie | Begin |
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WBFG, Inc.
WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Algemeen Directeur | - |
Eerdere bekende functies van Jim Heard
Bedrijven | Functie | Einde |
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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. | Algemeen Directeur | - |
Opleiding van Jim Heard
Davidson College | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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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 |