Trent Searle

Portefeuillebeheerder-Aandelen bij Physician Wealth Advisors, Inc.

Finance

Consumer Services

Actieve functies van Trent Searle

Bedrijven	Functie	Begin	Einde
Physician Wealth Advisors, Inc. Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members.	Portefeuillebeheerder-Aandelen	01-04-2017	-

Bedrijven	Functie	Begin	Einde
TrueNorth Wealth Management LC TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA.	Corporate Officer/Principal	01-07-2014	01-03-2017
Investment Management Consultants Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV.	Corporate Officer/Principal	01-01-2009	01-01-2012

Brigham Young University

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Corporate Officer/Principal	2
Portfolio Manager-Equities	1
Undergraduate Degree	1

Sectoraal

Finance	4
Consumer Services	2

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Beursgenoteerde bedrijven

Bedrijven in privébezit

Bedrijven in privébezit	3
Physician Wealth Advisors, Inc. Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members.	Finance
Investment Management Consultants Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV.	Finance
TrueNorth Wealth Management LC TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA.	Finance