Historique de carrière de Bill Roth
Anciens postes connus de Bill Roth
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Bernardo Wealth Planning LLC
 Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Compliance Officer | 01/09/2017 | 01/04/2019 |
| Head-Equity Investments | 01/09/2017 | 01/04/2019 | |
| Gestionnaire de Portefeuille-Actions | 01/09/2017 | 01/04/2019 | |
| Centurion Asset Management LLC | Corporate Officer/Principal | 01/10/2014 | 01/05/2016 |
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Corporate Officer/Principal | 01/03/2008 | 01/09/2013 |
Formation de Bill Roth
| East Stroudsburg University of Pennsylvania | Undergraduate Degree |
| LaSalle University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 6 |
Opérationnelle
| Corporate Officer/Principal | 2 |
| Compliance Officer | 1 |
| Head-Equity Investments | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Capital Analysts LLC
Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Finance |
| Centurion Asset Management LLC | |
Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Finance |
