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 WCG Wealth Advisors LLC (dba The Wealth Consulting Group) is a registered investment advisor and wealth management firm headquartered in Las Vegas, Nevada. The firm was founded in 2014 and is owned by The 1970 Lee Trust. The Wealth Consulting Group provides fee-based investment advisory services for compensation primarily to individual clients, high-net worth individuals and corporate clients. | 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 LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial offers advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Directeur de la Recherche - Actions | 01/07/2019 |
Hanson McClain Strategic Advisors, Inc.
 Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Founded in 2011, Hanson McClain Strategic Advisors, Inc. is a registered investment advisor located in Sacramento, California. | Directeur de la Recherche - Actions | 22/01/2014 |
Securities America, Inc.
 Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Corporate Officer/Principal | 01/05/2012 |
Brecek & Young Advisors, Inc.
 Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Part of AG Artemis Holdings LP, Brecek & Young Advisors, Inc. is a company that provides securities and wealth management services. The company is based in Folsom, CA. Brecek & Young Advisors was acquired by Securities America Financial Corp., part of AG Artemis Holdings LP from August 17, 2011 on December 31, 2008 for $26 million. | Corporate Officer/Principal | 01/05/2012 |
Sierra Capital Investors, Inc.
 Sierra Capital Investors, Inc. Investment ManagersFinance Sierra Capital Investors, Inc. (SCI) is an independent hedge fund management firm headquartered in Shingle Springs, California. The firm was founded by Michael A. Doran in 1998. SCI provides investment advice for high net worth individuals and institutions. | Corporate Officer/Principal | - |
Formation de James Arthur Worden
| Brigham Young University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
| Prudential Securities | Finance |
Brecek & Young Advisors, Inc.
Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Part of AG Artemis Holdings LP, Brecek & Young Advisors, Inc. is a company that provides securities and wealth management services. The company is based in Folsom, CA. Brecek & Young Advisors was acquired by Securities America Financial Corp., part of AG Artemis Holdings LP from August 17, 2011 on December 31, 2008 for $26 million. | Finance |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Finance |
Sierra Capital Investors, Inc.
Sierra Capital Investors, Inc. Investment ManagersFinance Sierra Capital Investors, Inc. (SCI) is an independent hedge fund management firm headquartered in Shingle Springs, California. The firm was founded by Michael A. Doran in 1998. SCI provides investment advice for high net worth individuals and institutions. | Finance |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial offers advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
Hanson McClain Strategic Advisors, Inc.
Hanson McClain Strategic Advisors, Inc. Investment ManagersFinance Founded in 2011, Hanson McClain Strategic Advisors, Inc. is a registered investment advisor located in Sacramento, California. | Finance |
WCG Wealth Advisors LLC
WCG Wealth Advisors LLC Investment ManagersFinance WCG Wealth Advisors LLC (dba The Wealth Consulting Group) is a registered investment advisor and wealth management firm headquartered in Las Vegas, Nevada. The firm was founded in 2014 and is owned by The 1970 Lee Trust. The Wealth Consulting Group provides fee-based investment advisory services for compensation primarily to individual clients, high-net worth individuals and corporate clients. | Finance |