Michelle Alayne Disney
Compliance Officer at Adams Chetwood Wealth Management LLC
Michelle Alayne Disney active positions
Companies | Position | Start | End |
---|---|---|---|
Adams Chetwood Wealth Management LLC
Adams Chetwood Wealth Management LLC Investment ManagersFinance Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million. | Compliance Officer | - | - |
Chief Operating Officer | - | - | |
Portfolio Manager-Equities | - | - |
Career history of Michelle Alayne Disney
Former positions of Michelle Alayne Disney
Companies | Position | Start | End |
---|---|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 2006-08-31 | 2015-04-30 |
Training of Michelle Alayne Disney
University of North Carolina System | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Compliance Officer | 1 |
Chief Operating Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Adams Chetwood Wealth Management LLC
Adams Chetwood Wealth Management LLC Investment ManagersFinance Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |