Profil
Ms. Ducote joined Iwamoto Kong in 2000.
She has worked in the financial services industry since 1994, and specializes in providing wealth management advice to high net worth clients.
Her goal is to create lifelong relationships by working actively with her clients to achieve financial success.
Ehemalige bekannte Positionen von Rhonda L. Ducote
| Unternehmen | Position | Ende |
|---|---|---|
| Dolphin Securities, Inc. | Corporate Officer/Principal | 01.11.2008 |
Cambridge Investment Research Advisors, Inc.
 Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which is owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Corporate Officer/Principal | 01.03.2003 |
Apriem Advisors
 Apriem Advisors Investment ManagersFinance Apriem Advisors is an independent registered investment advisor headquartered in Irvine, California. The firm was co-founded by Mark Iwamoto and Harmon Kong in 1998 as Iwamoto Kong & Co., Inc. Apriem Advisors provides investment advisory services to high-net-worth clients, which includes individuals and families, trusts and estates, and individual participants of retirement plans. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses. | Portfolio Manager-Aktien | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
| Dolphin Securities, Inc. | |
Apriem Advisors
Apriem Advisors Investment ManagersFinance Apriem Advisors is an independent registered investment advisor headquartered in Irvine, California. The firm was co-founded by Mark Iwamoto and Harmon Kong in 1998 as Iwamoto Kong & Co., Inc. Apriem Advisors provides investment advisory services to high-net-worth clients, which includes individuals and families, trusts and estates, and individual participants of retirement plans. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses. | Finance |
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which is owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Finance |
