Barry Carl Smith active positions
Companies | Position | Start | End |
---|---|---|---|
Element Wealth LLC
Element Wealth LLC Investment ManagersFinance Element Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Ridgeland, Mississippi. The firm was formerly known as Woodridge Capital Portfolio Management LLC. They were acquired by Ross & Yerger Insurance, Inc. in 2023. Element Wealth offers investment advisory services to individuals, high net worth individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits and endowments. | Compliance Officer | 1997-12-31 | - |
Career history of Barry Carl Smith
Former positions of Barry Carl Smith
Companies | Position | Start | End |
---|---|---|---|
Trustmark National Bank (3327) | Corporate Officer/Principal | 1982-12-31 | 1998-01-01 |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Corporate Officer/Principal | 1977-12-31 | 1982-01-01 |
Training of Barry Carl Smith
Mississippi State University | Undergraduate Degree |
Millsaps College | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Element Wealth LLC
Element Wealth LLC Investment ManagersFinance Element Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Ridgeland, Mississippi. The firm was formerly known as Woodridge Capital Portfolio Management LLC. They were acquired by Ross & Yerger Insurance, Inc. in 2023. Element Wealth offers investment advisory services to individuals, high net worth individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits and endowments. | Finance |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Finance |
Trustmark National Bank (3327) | Finance |
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