Profil
Mr. James P.
Pacholek is a Managing Partner & Chief Executive Officer at CMG Global Holdings LLC.
He has been in the financial services industry since 2000.
Mr. Pacholek was employed as a Financial Advisor by Wells Fargo Advisors Financial Network LLC and a Financial Advisor by Fidelity Investments Tax-Exempt Services Co.
Postes actifs de James Paul Pacholek
| Sociétés | Poste | Début |
|---|---|---|
CMG Global Holdings LLC
 CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients. | Directeur Général | 01/05/2020 |
Anciens postes connus de James Paul Pacholek
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 01/05/2020 |
| Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | 01/05/2007 |
Expériences
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Actives
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
CMG Global Holdings LLC
CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
| Fidelity Investments Tax-Exempt Services Co. |
