Curt Edwin Klein
Analyst-Equity bij Capital Investment Advisors LLC
Profiel
Mr. Curt E.
Klein is Senior Investment Advisor & Investment Committee Director at Capital Investment Advisors LLC.
He is also a financial advisor for Capital Investment Advisors and was in fact the very first financial advisor hired in 2001.
His specialties include individual stock selection and analysis, Federal Reserve Monetary Policy, and Global Macro Economic Trends.
He brings a unique global perspective to the CIA investment committee as he has traveled extensively throughout Asia.
Prior to joining Capital Investment Advisors, Mr. Klein worked for Helton Asset Management, Henssler Asset Management and Advanced Financial Strategists, all Atlanta offices.
He has been working in the fee-only financial planning arena for more than 20 years.
He received his undergraduate degree from Kennesaw State University.
Actieve functies van Curt Edwin Klein
| Bedrijven | Functie | Begin |
|---|---|---|
Capital Investment Advisors LLC
 Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities. | Analyst-Equity | 01-01-2001 |
Eerdere bekende functies van Curt Edwin Klein
| Bedrijven | Functie | Einde |
|---|---|---|
Henssler Asset Management LLC
 Henssler Asset Management LLC Investment ManagersFinance Henssler Asset Management LLC (Henssler) is an independent investment advisory firm headquartered in Kennesaw, Georgia. The firm was founded by Gene W. Henssler in 1998. Henssler provides financial planning, money management, tax preparation, estate planning, and wealth transferring to individual and institutional clients. | Corporate Officer/Principal | - |
Advanced Financial Strategists, Inc.
 Advanced Financial Strategists, Inc. Investment ManagersFinance Advanced Financial Strategists, Inc. provides investment advice. The private company is based in Suwanee, GA. | Corporate Officer/Principal | - |
Helton Asset Management
 Helton Asset Management Investment ManagersFinance Located in Marietta, Georgia, Helton Asset Management is a fee only registered investment advisory firm. They provide investment management services to high net worth individuals, corporations, professional organizations, foundations and pension plans. | Corporate Officer/Principal | - |
Opleiding van Curt Edwin Klein
| Kennesaw State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Capital Investment Advisors LLC
Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities. | Finance |
Helton Asset Management
Helton Asset Management Investment ManagersFinance Located in Marietta, Georgia, Helton Asset Management is a fee only registered investment advisory firm. They provide investment management services to high net worth individuals, corporations, professional organizations, foundations and pension plans. | Finance |
Advanced Financial Strategists, Inc.
Advanced Financial Strategists, Inc. Investment ManagersFinance Advanced Financial Strategists, Inc. provides investment advice. The private company is based in Suwanee, GA. | Finance |
Henssler Asset Management LLC
Henssler Asset Management LLC Investment ManagersFinance Henssler Asset Management LLC (Henssler) is an independent investment advisory firm headquartered in Kennesaw, Georgia. The firm was founded by Gene W. Henssler in 1998. Henssler provides financial planning, money management, tax preparation, estate planning, and wealth transferring to individual and institutional clients. | Finance |
