Rick Alphonso
Algemeen Directeur bij The Financial Advisory Group LLC
Actieve functies van Rick Alphonso
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
The Financial Advisory Group LLC
 The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Algemeen Directeur | 01-05-1997 | - |
American Association of Attorney-Certified Public Accountants
 American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA. | Directeur/Bestuurslid | - | - |
Loopbaan van Rick Alphonso
Opleiding van Rick Alphonso
| University of New Orleans | Graduate Degree |
| Tulane University (Louisiana) | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Graduate Degree | 2 |
| Chief Executive Officer | 1 |
| Undergraduate Degree | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Finance |
American Association of Attorney-Certified Public Accountants
American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA. |
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