Brian Lomax

Gestionnaire de Portefeuille-Actions chez Wealth Enhancement Advisory Services LLC

Consumer Services

Finance

Postes actifs de Brian Lomax

Sociétés	Poste	Début	Fin
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Gestionnaire de Portefeuille-Actions	01/11/2020	-

Queen's University

Undergraduate Degree

Internationale

Canada	2
Etats-Unis	2

Opérationnelle

Undergraduate Degree	1
Portfolio Manager-Equities	1

Sectorielle

Consumer Services	2
Finance	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	1
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance

Entreprise privées

Finance