Chole Kirwan
Directeur des opérations chez Reston Wealth Management LLC
Profil
Chloerissa Grey Kirwan is a Wealth Advisor at Reston Wealth Management LLC since 2011.
Prior to this, she worked as a Principal at LPL Financial LLC from 2010 to 2017.
She completed her undergraduate degree from the University of Virgin Islands.
Postes actifs de Chole Kirwan
| Sociétés | Poste | Début |
|---|---|---|
Reston Wealth Management LLC
 Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners. | Directeur des opérations | 01/03/2011 |
Anciens postes connus de Chole Kirwan
| Sociétés | Poste | Fin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 06/01/2017 |
Formation de Chole Kirwan
| University of Virgin Islands | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Reston Wealth Management LLC
Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
