Barbara Yopp
Keine laufenden Positionen mehr
Profil
Ms. Barbara Yopp is Investment Administrator at The Financial Advisory Group, Inc. She has extensive years of combined financial and banking experience.
Previously, she was with SunTrust Bank in Atlanta, Georgia.
Ehemalige bekannte Positionen von Barbara Yopp
Unternehmen | Position | Ende |
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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. | Corporate Officer/Principal | 15.01.2014 |
SunTrust Bank (Atlanta, Georgia)
SunTrust Bank (Atlanta, Georgia) Regional BanksFinance SunTrust Bank engages in the operations as a state chartered commercial bank. The company was founded on September 21, 1891 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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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 |
SunTrust Bank (Atlanta, Georgia)
SunTrust Bank (Atlanta, Georgia) Regional BanksFinance SunTrust Bank engages in the operations as a state chartered commercial bank. The company was founded on September 21, 1891 and is headquartered in Atlanta, GA. | Finance |