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 Atomic Clock Partners, Inc. (ACP) is an investment management firm headquartered in Danvers, Massachusetts. Formerly known as TimeScale Financial, Inc., the firm was founded in 2012 as Coastal Capital Group, Inc. and was acquired in 2022 by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. ACP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and their retirement plans. | Directeur Général | 01/01/2012 |
Anciens postes connus de James Frankel Horrocks
| 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 | 01/10/2017 |
Integrated Wealth Concepts LLC
 Integrated Wealth Concepts LLC Investment ManagersFinance Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans. | Corporate Officer/Principal | 01/04/2015 |
Northeast Planning Associates, Inc.
 Northeast Planning Associates, Inc. Investment ManagersFinance Northeast Planning Associates, Inc. provides financial advisory services. It offers proprietary planning tools and software programs, proposal and financial planning generation services and strategic retirement plan consulting services. The company was founded by Edward C. Hiers in 1958 and is headquartered in Bedford, NH. | Corporate Officer/Principal | 01/12/2014 |
Formation de James Frankel Horrocks
| University of Massachusetts | Undergraduate Degree |
| Questrom School of Business | Masters Business Admin |
Expériences
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Inactives
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc. Investment ManagersFinance Northeast Planning Associates, Inc. provides financial advisory services. It offers proprietary planning tools and software programs, proposal and financial planning generation services and strategic retirement plan consulting services. The company was founded by Edward C. Hiers in 1958 and is headquartered in Bedford, NH. | Finance |
Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC Investment ManagersFinance Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans. | Finance |
Atomic Clock Partners, Inc.
Atomic Clock Partners, Inc. Investment ManagersFinance Atomic Clock Partners, Inc. (ACP) is an investment management firm headquartered in Danvers, Massachusetts. Formerly known as TimeScale Financial, Inc., the firm was founded in 2012 as Coastal Capital Group, Inc. and was acquired in 2022 by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. ACP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and their retirement plans. | Finance |