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James Arthur Worden
Directeur en chef des Investissements chez
WCG Wealth Advisors LLC
Profil
Mr. James A. Worden, CFA, is a Chief Investment Officer at WCG Wealth Advisors LLC.
Mr. Worden was previously employed as a Director of Research by Hanson McClain LP, a Director of Research by Hanson McClain Strategic Advisors, Inc., a Principal by Securities America, Inc., a Principal by Brecek & Young Advisors, Inc., a Research Analyst by Sierra Capital Investors, Inc., a Financial Consultant by Wells Fargo Securities LLC, and an Advisor by Prudential Securities.
He graduated with a Bachelor of Science in International Business Management from Brigham Young University
Postes actifs de James Arthur Worden
| Sociétés | Poste | Début |
|---|---|---|
WCG Wealth Advisors LLC
 WCG Wealth Advisors LLC Investment ManagersFinance The Wealth Consulting Group generally creates a portfolio, consisting of individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. Each portfolio is initially designed to meet an investment goal, which they determine to be suitable to the client’s circumstances. The firm uses a combination of fundamental, technical, and cyclical analysis to formulate investment advice when managing assets. | Directeur en chef des Investissements | 01/06/2021 |
Anciens postes connus de James Arthur Worden
| Sociétés | Poste | Fin |
|---|---|---|
Allworth Financial LP
 Allworth Financial LP Investment ManagersFinance Allworth Financial employs a strategic asset allocation approach to investment management. Their investment strategies are designed to deliver a customized mix of mutual funds, ETFs and other investment products to match both the risk tolerance and performance goals of the clients. | Directeur de la Recherche - Actions | 01/07/2019 |
Hanson McClain Strategic Advisors, Inc.
 Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Hanson McClain Strategic Advisors' (HMSA) structured investment process focuses on both macro-economic factors and internal active manager research. The firm's Conservative Portfolio is designed for investors seeking to position the portfolio with an income-first objective as well as a conservative growth objective. Reducing risk is a higher priority than growth potential. This portfolio is consistent with investors with a time horizon longer than three years. The Hanson McClain Strategic Advisors Moderate Conservative Portfolio is designed for investors seeking to position the portfolio more conservatively for income while maintaining a longer-term moderate growth component. This portfolio is consistent with investors with a time horizon longer than four years. The Hanson McClain Strategic Advisors Balanced Portfolio is designed for investors seeking to balance longer-term growth and income needs. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth and Income Portfolio is designed for investors seeking longer-term growth, with a reduced level of volatility. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth Portfolio is designed for investors seeking longer-term growth, but are willing to assume a higher level of risk with lower volatility than a traditional buy and hold growth-oriented portfolio. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Aggressive Growth Portfolio is designed for investors who are willing to assume a higher level of risk in exchange for the potential of greater long-term returns. This portfolio is consistent with investors with a time horizon longer than six years. | Directeur de la Recherche - Actions | 22/01/2014 |
Securities America, Inc.
 Securities America, Inc. Investment Banks/BrokersFinance Provides securities broking and dealing services | Corporate Officer/Principal | 01/05/2012 |
Brecek & Young Advisors, Inc.
 Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Provides securities and wealth management services | Corporate Officer/Principal | 01/05/2012 |
Sierra Capital Investors, Inc.
 Sierra Capital Investors, Inc. Investment ManagersFinance SCI is actively pursuing acquiring Retail Commercial properties in emerging market in the US. | Corporate Officer/Principal | - |
Formation de James Arthur Worden
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brecek & Young Advisors, Inc.
Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Provides securities and wealth management services | Finance |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Provides securities broking and dealing services | Finance |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sierra Capital Investors, Inc.
Sierra Capital Investors, Inc. Investment ManagersFinance SCI is actively pursuing acquiring Retail Commercial properties in emerging market in the US. | Finance |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial employs a strategic asset allocation approach to investment management. Their investment strategies are designed to deliver a customized mix of mutual funds, ETFs and other investment products to match both the risk tolerance and performance goals of the clients. | Finance |
Hanson McClain Strategic Advisors, Inc.
Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Hanson McClain Strategic Advisors' (HMSA) structured investment process focuses on both macro-economic factors and internal active manager research. The firm's Conservative Portfolio is designed for investors seeking to position the portfolio with an income-first objective as well as a conservative growth objective. Reducing risk is a higher priority than growth potential. This portfolio is consistent with investors with a time horizon longer than three years. The Hanson McClain Strategic Advisors Moderate Conservative Portfolio is designed for investors seeking to position the portfolio more conservatively for income while maintaining a longer-term moderate growth component. This portfolio is consistent with investors with a time horizon longer than four years. The Hanson McClain Strategic Advisors Balanced Portfolio is designed for investors seeking to balance longer-term growth and income needs. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth and Income Portfolio is designed for investors seeking longer-term growth, with a reduced level of volatility. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Growth Portfolio is designed for investors seeking longer-term growth, but are willing to assume a higher level of risk with lower volatility than a traditional buy and hold growth-oriented portfolio. This portfolio is consistent with investors with a time horizon longer than five years. The Hanson McClain Strategic Advisors Aggressive Growth Portfolio is designed for investors who are willing to assume a higher level of risk in exchange for the potential of greater long-term returns. This portfolio is consistent with investors with a time horizon longer than six years. | Finance |
WCG Wealth Advisors LLC
WCG Wealth Advisors LLC Investment ManagersFinance The Wealth Consulting Group generally creates a portfolio, consisting of individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. Each portfolio is initially designed to meet an investment goal, which they determine to be suitable to the client’s circumstances. The firm uses a combination of fundamental, technical, and cyclical analysis to formulate investment advice when managing assets. | Finance |
