Profiel
Ms. Carol L.
Royer, CFA, is a Senior Vice President & Senior Wealth Strategist at Waddell & Associates LLC.
Ms. Royer began her career at IBM as a Systems Engineer in the Memphis marketing branch office.
After 15 years, she switched careers to financial planning in 1994.
She graduated Phi Beta Kappa in 1978 with a BA in Mathematics and Economics from Rhodes College and an MBA in Finance from the University of Memphis in December, 1996.
She earned the Certified Financial Planner designation in February 1997, became a Chartered Financial Analyst charter holder in 1999, and earned her Certified Divorce Financial Analys designation in 2005.
Actieve functies van Carol Lee Royer
| Bedrijven | Functie | Begin |
|---|---|---|
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Marktstrateeg | 01-04-2016 |
Eerdere bekende functies van Carol Lee Royer
| Bedrijven | Functie | Einde |
|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Marktstrateeg | 25-05-2016 |
Opleiding van Carol Lee Royer
| Rhodes College | Undergraduate Degree |
| University of Memphis | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |
