James Ogden Email & Phone Number
Senior Vice President-Investments @ Wells Fargo Advisors
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James Ogden Location
- Paducah, KY, US
James Ogden Work
- 2009 -now Senior Vice President-Investments @
- 2003 -2009 Principal @ Wealth Trust
- 1998 -2003 Principal @ JC Bradford
- 1982 -1998 Executive Vice President @ Citizens Bank & Turst Corporation
James Ogden Education
- Centre College
Bachelor's Degree (Economics and History)
- Instituite of Chartered Financial Analyst
(Chartered Financial Analyst)
- University of Kentucky
Master's Degree (Economics)
James Ogden Skills
- 401k Rollovers
- Asset Allocation
- Concentrated Stock Management
- Financial Advisory
- Financial Analysis
- Financial Services
- Fixed Income Strategies
- investment planning
- Investment Strategies
- Multi-generational Planning
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Mutual Funds
- Annuities
- stock analysis
- wealth-preservation planning
- Strategy
- Site Planning
- Educational Consulting
- Multi Generational Planning
- Wealth Preservation Planning
James Ogden Summary
- James Ogden, based in Paducah, KY, US, is currently a Senior Vice President-Investments at Wells Fargo Advisors, LLC. James Ogden brings experience from previous roles at Wealth Trust, JC Bradford and Citizens Bank & Turst Corporation. James Ogden holds a Bachelor's Degree in Economics and History @ Centre College. With a robust skill set that includes 401k Rollovers, Asset Allocation, Concentrated Stock Management, Financial Advisory, Financial Analysis and more. James Ogden has 1 mobile phone numbers on RocketReach.
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