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Historique de carrière de Alan Dalton Thomson
Anciens postes connus de Alan Dalton Thomson
Sociétés | Poste | Début | Fin |
---|---|---|---|
Resource Planning Group Ltd.
![]() Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Directeur Général | 01/09/2017 | 01/11/2022 |
Compliance Officer | 01/09/2017 | 01/01/2022 | |
Terra Firma Financial LLC
![]() Terra Firma Financial LLC Investment ManagersFinance Terra Firma Financial LLC provides investment advice. The private company is based in Alpharetta, GA. | Corporate Officer/Principal | 01/01/2010 | 01/09/2017 |
Mercer Advisors, Inc.
![]() Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Corporate Officer/Principal | 01/01/2007 | 01/01/2008 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/01/2005 | 01/01/2007 |
RB&Co. Holdings LLC
![]() RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Corporate Officer/Principal | 01/01/2002 | 01/01/2005 |
Formation de Alan Dalton Thomson
Davidson College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 4 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Resource Planning Group Ltd.
![]() Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Finance |
Terra Firma Financial LLC
![]() Terra Firma Financial LLC Investment ManagersFinance Terra Firma Financial LLC provides investment advice. The private company is based in Alpharetta, GA. | Finance |
Mercer Advisors, Inc.
![]() Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
RB&Co. Holdings LLC
![]() RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Finance |
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