![James Frankel Horrocks](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Frankel Horrocks
Directeur Général chez
Atomic Clock Partners, Inc.
Profil
Mr. James F.
Horrocks is a Chief Executive Officer at Atomic Clock Partners, Inc.
Mr. Horrocks joined LPL and began his career in financial guidance.
He was previously employed as a Principal by Northeast Planning Associates, Inc., and In 2003, he formally branded himself under the firm name of Integrated Financial Partners.
In 2012, he merged Integrated Financial Partners under the TimeScale Financial.
He graduated from UMass Amherst with a BA in Economics in 1993 and an MBA from Boston University Questrom School of Business.
Postes actifs de James Frankel Horrocks
| Sociétés | Poste | Début |
|---|---|---|
Atomic Clock Partners, Inc.
 Atomic Clock Partners, Inc. Investment ManagersFinance ACP primarily employs fundamental analysis methods in developing investment strategies for their clients. The firm constructs portfolios that consist of diversified mutual funds and/or ETFs designed to achieve the client’s investment goals. To a lesser extent, they may also invest client assets among individual equities, individual bonds and other types of investments, as it deems appropriate. ACP may also invest client assets according to one or more model portfolios. | Directeur Général | 01/01/2012 |
Anciens postes connus de James Frankel Horrocks
| Sociétés | Poste | Fin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | 01/10/2017 |
Integrated Wealth Concepts LLC
 Integrated Wealth Concepts LLC Investment ManagersFinance Integrated uses different methods of analysis and investment strategies in managing client’s assets. The firm will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of clients. | Corporate Officer/Principal | 01/04/2015 |
Northeast Planning Associates, Inc.
 Northeast Planning Associates, Inc. Investment ManagersFinance Northeast develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Corporate Officer/Principal | 01/12/2014 |
Formation de James Frankel Horrocks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc. Investment ManagersFinance Northeast develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Finance |
Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC Investment ManagersFinance Integrated uses different methods of analysis and investment strategies in managing client’s assets. The firm will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of clients. | Finance |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Atomic Clock Partners, Inc.
Atomic Clock Partners, Inc. Investment ManagersFinance ACP primarily employs fundamental analysis methods in developing investment strategies for their clients. The firm constructs portfolios that consist of diversified mutual funds and/or ETFs designed to achieve the client’s investment goals. To a lesser extent, they may also invest client assets among individual equities, individual bonds and other types of investments, as it deems appropriate. ACP may also invest client assets according to one or more model portfolios. | Finance |
