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
- Senior Vice President-Investments @ (September 2009 - Present)
- Principal @ Wealth Trust (January 2003 - January 2009)
- Principal @ JC Bradford (January 1998 - January 2003)
- Executive Vice President @ Citizens Bank & Turst Corporation (January 1982 - January 1998)
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
- Annuities
- Asset Allocation
- Concentrated Stock Management
- Financial Advisory
- Financial Analysis
- Financial Services
- Fixed Income Strategies
- Investment Strategies
- Multi-generational Planning
- Mutual Funds
- Retirement
- Retirement Planning
- Risk Management
- Securities
- investment planning
- 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, Annuities, Asset Allocation, Concentrated Stock Management, Financial Advisory and more. James Ogden has 1 mobile phone numbers on RocketReach.
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