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Elton David Wilcox
Compliance Officer bei Elevated Capital Advisors LLC
Aktive Positionen von Elton David Wilcox
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Elevated Capital Advisors LLC
![]() Elevated Capital Advisors LLC Investment ManagersFinance Elevated Capital Advisors LLC (ECA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy, Utah. Founded in 2015, ECA provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, qualified retirement plans, or other businesses. | Compliance Officer | 01.07.2017 | - |
Trading-Equity | 01.07.2017 | - |
Karriereverlauf von Elton David Wilcox
Ehemalige bekannte Positionen von Elton David Wilcox
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | 01.05.2015 | 01.10.2017 |
Edward Jones Trust Co.
![]() Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Corporate Officer/Principal | 01.05.2012 | 01.05.2015 |
Fidelity Investments Life Insurance Co. (Investment Portfolio)
![]() Fidelity Investments Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Fidelity Investments Life Insurance Co. (Investment Portfolio) (FILI-IP) is the investment portfolio division of Fidelity Investments Life Insurance Co., a life insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of FMR LLC. FILI-IP manages the insurance company portfolio. | Corporate Officer/Principal | 01.10.2005 | 01.09.2011 |
Ausbildung von Elton David Wilcox
University of Utah | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 3 |
Compliance Officer | 1 |
Trading-Equity | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Edward Jones Trust Co.
![]() Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Finance |
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 |
Fidelity Investments Life Insurance Co. (Investment Portfolio)
![]() Fidelity Investments Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Fidelity Investments Life Insurance Co. (Investment Portfolio) (FILI-IP) is the investment portfolio division of Fidelity Investments Life Insurance Co., a life insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of FMR LLC. FILI-IP manages the insurance company portfolio. | Finance |
Elevated Capital Advisors LLC
![]() Elevated Capital Advisors LLC Investment ManagersFinance Elevated Capital Advisors LLC (ECA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy, Utah. Founded in 2015, ECA provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, qualified retirement plans, or other businesses. | Finance |
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