Charlie Stoll
Directeur Général chez Winning Points Advisors LLC
Profil
Charles Sutcliffe Stoll is currently the Managing Member at Winning Points Advisors LLC since 1989 and the President & Trustee at WP Trust since 2015.
He was previously the Principal at Mutual Service Corp.
from 1989 to 2008.
He received his undergraduate degree from Stetson University in 1977.
Postes actifs de Charlie Stoll
| Sociétés | Poste | Début |
|---|---|---|
Winning Points Advisors LLC
 Winning Points Advisors LLC Investment ManagersFinance Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Directeur Général | 01/06/1989 |
WP Trust
 WP Trust Finance/Rental/LeasingFinance WP Trust operates as an open-end investment management company. The company was founded on June 4, 2015 and is headquartered in Boca Raton, FL. | President | 04/06/2015 |
Anciens postes connus de Charlie Stoll
| Sociétés | Poste | Fin |
|---|---|---|
Mutual Service Corp.
 Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Corporate Officer/Principal | 31/12/2008 |
Formation de Charlie Stoll
| Stetson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Mutual Service Corp.
Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Finance |
Winning Points Advisors LLC
Winning Points Advisors LLC Investment ManagersFinance Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
WP Trust
WP Trust Finance/Rental/LeasingFinance WP Trust operates as an open-end investment management company. The company was founded on June 4, 2015 and is headquartered in Boca Raton, FL. | Finance |
