Profiel
Mr. Gregory A.
Headrick is Managing Partner & Chief Compliance Officer at NWAM LLC.
He founded the firm in 2008 after breaking away from the broker-dealer world.
He oversees all department heads, is in charge of business development, and is the firm’s Chief Compliance Officer.
He has worked in the financial industry since 1992.
He focuses on investment fiduciary practices, wealth management and investment consulting for private clients and institutions.
He is a member of the Investment Management Consultants Association, the Financial Planning Association and the Retirement Income Industry Association.
He has received the Certified Financial Planner, Certified Investment Management, Retirement Management Analyst as well as the Accredited Investment Fiduciary Analyst certifications.
He is a licensed insurance agent.
Actieve functies van Greg Headrick
| Bedrijven | Functie | Begin |
|---|---|---|
NWAM LLC
 NWAM LLC Investment ManagersFinance NWAM LLC (dba Northwest Asset Management) is a registered investment advisor headquartered in Mercer Island, Washington. The firm was founded by Greg in 2008 and is owned by NW Holdings Group, Inc. Northwest Asset Management offers a wide range of investment advisory, planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Oprichter | 01-07-2008 |
Opleiding van Greg Headrick
| Washington State University | Undergraduate Degree |
Ervaring
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
NWAM LLC
NWAM LLC Investment ManagersFinance NWAM LLC (dba Northwest Asset Management) is a registered investment advisor headquartered in Mercer Island, Washington. The firm was founded by Greg in 2008 and is owned by NW Holdings Group, Inc. Northwest Asset Management offers a wide range of investment advisory, planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Finance |
