Jim Reeley
Corporate Officer/Principal bij CTA Wealth Advisors, Inc.
Profiel
Mr. James M.
Reeley is a Staff Paraplanner at CTA Wealth Advisors, Inc. He joined the firm in 2004 and is responsible for data gathering and financial plan detail reporting for new and existing clients.
He also provides back office support in paperwork preparation, procedure documentation, desktop support and the CTA Disaster Preparedness program.
He holds a degree in Finance from the Mihaylo College of Business and Economics.
Actieve functies van Jim Reeley
| Bedrijven | Functie | Begin |
|---|---|---|
CTA Wealth Advisors, Inc.
 CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Corporate Officer/Principal | - |
Opleiding van Jim Reeley
| The California State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
