Jeffrey Link
Portfolio Manager-Equities at Guardian Wealth Advisors LLC (North Carolina)
Jeffrey Link active positions
| Companies | Position | Start | End |
|---|---|---|---|
Guardian Wealth Advisors LLC (North Carolina)
 Guardian Wealth Advisors LLC (North Carolina) Investment ManagersFinance Guardian Wealth Advisors LLC (GWA) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Formerly known as GWP Holdings LLC, the firm was founded in 2019 and is principally owned by Christian Keedy and Michael Hensley. GWA provides discretionary and non-discretionary Investment Advisory Services to individuals and high net worth individuals, retirement plans (including defined contribution plans, 401(k) plans, 403(b) plans, and profit-sharing plans) and their participants, charitable organizations, trusts, estates, endowments, foundations, corporations and other business entities. | Portfolio Manager-Equities | 31/03/2020 | - |
Career history of Jeffrey Link
Former positions of Jeffrey Link
| Companies | Position | Start | End |
|---|---|---|---|
Aptus Capital Advisors LLC
 Aptus Capital Advisors LLC Investment ManagersFinance Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals. | Corporate Officer/Principal | 31/01/2019 | 31/03/2020 |
Statistics
International
| United States | 3 |
Operational
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Guardian Wealth Advisors LLC (North Carolina)
Guardian Wealth Advisors LLC (North Carolina) Investment ManagersFinance Guardian Wealth Advisors LLC (GWA) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Formerly known as GWP Holdings LLC, the firm was founded in 2019 and is principally owned by Christian Keedy and Michael Hensley. GWA provides discretionary and non-discretionary Investment Advisory Services to individuals and high net worth individuals, retirement plans (including defined contribution plans, 401(k) plans, 403(b) plans, and profit-sharing plans) and their participants, charitable organizations, trusts, estates, endowments, foundations, corporations and other business entities. | Finance |
Aptus Capital Advisors LLC
Aptus Capital Advisors LLC Investment ManagersFinance Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals. | Finance |
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