Profil
Mr. David Budd is a Managing Director at IMS Capital Management, Inc. Prior to joining IMS, he was a Private Banker at Wells Fargo where he specialized in advising high net worth clients.
Mr. Budd has a BA in Communication from California State University at Long Beach.
He has his Series 7 and Series 66 Investment Licenses, Oregon Life and Health Insurance License and an Accredited Wealth Management Advisor designation from the College for Financial Planning.
Anciens postes connus de David Budd
| Sociétés | Poste | Fin |
|---|---|---|
IMS Capital Management, Inc.
 IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 01/06/2012 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Formation de David Budd
| The California State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Entreprise privées | 1 |
|---|---|
IMS Capital Management, Inc.
IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
