William B. Akers
Plus aucun poste en cours
Profil
Mr. William B.
Akers is Vice President & Wealthcare Analyst at Financeware, Inc. Prior to joining Financeware, Mr. Akers worked in the electronic voting machine and private election services industry.
Mr. Akers earned a degree in Business Finance with a Minor in German from Virginia Commonwealth University and a Post Baccalaureate Certificate in Financial Planning from Boston University.
He has also earned the Accredited Investment Fiduciary designation through the Center for Fiduciary Studies.
He is currently pursuing the Certified Financial Planner designation.
Anciens postes connus de William B. Akers
| Sociétés | Poste | Fin |
|---|---|---|
Wealthcare Capital Management LLC
 Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Finance |
