Directeur Général chez Physicians Financial Services, Inc.
Sociétés | Poste | Début | Fin |
---|---|---|---|
Physicians Financial Services, Inc.
![]() Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Directeur Général | 01/01/1986 | - |
Compliance Officer | 01/01/1986 | - | |
Fondateur | 01/01/1986 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/1986 | - | |
President | 01/01/1986 | - | |
The Wealth Group Ltd.
![]() The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Directeur Général | 01/06/2010 | - |
Compliance Officer | 01/06/2010 | - | |
Fondateur | 01/06/2010 | - |
Sociétés | Poste | Début | Fin |
---|---|---|---|
CIC Advisers LLC
![]() CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Corporate Officer/Principal | 01/01/1984 | - |
Capital Investment Counsel, Inc.
![]() Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Gestionnaire de Portefeuille-Actions | 01/08/1984 | - |
The University of North Carolina at Chapel Hill | Undergraduate Degree |
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Chief Executive Officer | 2 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Entreprise privées | 4 |
---|---|
Capital Investment Counsel, Inc.
![]() Capital Investment Counsel, Inc. Investment ManagersFinance Capital Investment Counsel, Inc. (Counsel) is a SEC-registered investment advisor and mutual fund manager headquartered in Raleigh, North Carolina. The firm was founded in 1984 by Richard Bryant and E.O. “Bobby” Edgerton, Jr. They are a subsidiary of R. Bryant Family Partners, Ltd. Counsel provides portfolio management services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates. | Finance |
CIC Advisers LLC
![]() CIC Advisers LLC Investment ManagersFinance CIC Advisers LLC provided financial services. It offered a variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans and a community foundation. The company was founded in 1984 and headquartered in Raleigh, NC. | Finance |
Physicians Financial Services, Inc.
![]() Physicians Financial Services, Inc. Investment ManagersFinance Physicians Financial Services, Inc. (PFS) is an independent SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. PFS serves as a wealth manager and an investment adviser that specializes in money management for physicians as well as other individuals, high net worth individuals, pension and profit-sharing plans and trusts. | Finance |
The Wealth Group Ltd.
![]() The Wealth Group Ltd. Investment ManagersFinance The Wealth Group Ltd. provides investment advice. The private company is based in Raleigh, NC. | Finance |