Profiel
Roger Glenn Ward worked as a Principal Wealth Advisor & CIO at TrueWealth LLC.
He graduated from Georgia State University with a graduate degree in 1998 and from the University of South Carolina with an undergraduate degree in 1986.
Eerdere bekende functies van Roger Glenn Ward
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Chief Investment Officer | - |
Opleiding van Roger Glenn Ward
| University of South Carolina | Undergraduate Degree |
| Georgia State University | Graduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
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 |