Angela Charlene Williams

Gestionnaire de Portefeuille-Actions chez Wealthquest Corp.

Fortune : 17 M $ au 31/05/2024

Finance

Consumer Services

Postes actifs de Angela Charlene Williams

Sociétés	Poste	Début	Fin
Wealthquest Corp. Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc.	Gestionnaire de Portefeuille-Actions	01/10/2013	-

Sociétés	Poste	Début	Fin
PNC Bank /District Columbia/	Corporate Officer/Principal	-	-
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.	Corporate Officer/Principal	-	-

Loyola University of Chicago

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

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

Sectorielle

Finance	4
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	3
Wealthquest Corp. Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc.	Finance
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.	Finance
PNC Bank /District Columbia/	Finance