Alex Ellis active positions
| Companies | Position | Start | End |
|---|---|---|---|
Values First Advisors, Inc.
 Values First Advisors, Inc. Investment ManagersFinance Values First Advisors, Inc. (Values First) is an independent registered investment advisor headquartered in Gray, Tennessee. The firm was co-founded by Roy E. Nunn and L. Alex Ellis in 2009. VFA provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. | Founder | 2008-12-31 | - |
| Portfolio Manager-Equities | 2008-12-31 | - | |
| President | 2008-12-31 | - | |
| Treasurer | 2008-12-31 | - |
Career history of Alex Ellis
Former positions of Alex Ellis
| Companies | Position | Start | End |
|---|---|---|---|
American Values Investments, Inc.
 American Values Investments, Inc. Investment ManagersFinance American Values Investments, Inc. (AVI) is an independent, SEC-registered investment advisor headquartered in Gray, Tennessee. The firm was founded by Carter LeCraw in 1996 as LeCraw Investment Management, Inc. AVI serves as a sub-advisor to other investment advisory firms that provide model equity portfolios for their clients. As a sub-advisor, AVI offers three American Values Portfolio models that each contains only American Values Stocks. | Corporate Officer/Principal | - | - |
Training of Alex Ellis
| Boyce College | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Values First Advisors, Inc.
Values First Advisors, Inc. Investment ManagersFinance Values First Advisors, Inc. (Values First) is an independent registered investment advisor headquartered in Gray, Tennessee. The firm was co-founded by Roy E. Nunn and L. Alex Ellis in 2009. VFA provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. | Finance |
American Values Investments, Inc.
American Values Investments, Inc. Investment ManagersFinance American Values Investments, Inc. (AVI) is an independent, SEC-registered investment advisor headquartered in Gray, Tennessee. The firm was founded by Carter LeCraw in 1996 as LeCraw Investment Management, Inc. AVI serves as a sub-advisor to other investment advisory firms that provide model equity portfolios for their clients. As a sub-advisor, AVI offers three American Values Portfolio models that each contains only American Values Stocks. | Finance |
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