Brice Russell Oldham
Gestionnaire de Portefeuille-Actions chez Wealth Enhancement Advisory Services LLC
Profil
Brice Russell Oldham is currently working as Vice President & Financial Advisor at Wealth Enhancement Advisory Services LLC since 2021.
Prior to this, he worked as a Financial Planner & Investment Analyst at Carroll Financial Associates, Inc. from 2014 to 2021.
Mr. Oldham completed his undergraduate degree from Middle Tennessee State University.
Postes actifs de Brice Russell Oldham
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/12/2021 |
Anciens postes connus de Brice Russell Oldham
| Sociétés | Poste | Fin |
|---|---|---|
Carroll Financial Associates, Inc.
 Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients. | Analyst-Equity | 01/11/2021 |
Formation de Brice Russell Oldham
| Middle Tennessee State University | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Carroll Financial Associates, Inc.
Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients. | Finance |
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 |
