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Michelle Lais Mabry
Directeur Général chez Client 1st Advisory Group LLC
Postes actifs de Michelle Lais Mabry
Sociétés | Poste | Début | Fin |
---|---|---|---|
Client 1st Advisory Group LLC
![]() Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Directeur Général | 01/01/2022 | - |
Fondateur | 01/03/2013 | - | |
Directeur en chef des Investissements | 01/03/2013 | 01/01/2022 | |
President | 01/03/2013 | 01/01/2022 |
Historique de carrière de Michelle Lais Mabry
Anciens postes connus de Michelle Lais Mabry
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wealth Management Consultants, Inc.
![]() Wealth Management Consultants, Inc. Investment ManagersFinance Wealth Management Consultants, Inc. provides financial consulting services. It offers cash and debt management, compensation and employee benefit analysis services. The company is headquartered in Denver, CO. | Corporate Officer/Principal | 01/01/2008 | 01/12/2012 |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | 01/11/1989 | 01/03/2008 |
Formation de Michelle Lais Mabry
Louisiana State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Client 1st Advisory Group LLC
![]() Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
Wealth Management Consultants, Inc.
![]() Wealth Management Consultants, Inc. Investment ManagersFinance Wealth Management Consultants, Inc. provides financial consulting services. It offers cash and debt management, compensation and employee benefit analysis services. The company is headquartered in Denver, CO. | Finance |
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