![Rob Hoxton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Archibald R.
Hoxton, IV, is an Independent Director at Jefferson Security Bank and a Managing Member & Chief Compliance Officer at Hoxton Planning & Management LLC.
He is on the Board of Directors at Jefferson Security Bank and JSB Financial, Inc. He focuses on personal financial planning and implementing investment strategies for clients.
Mr. Hoxton was previously employed as a Managing Director by United Capital Financial Advisers LLC and a CEO & Director of Business Development by Hoxton Financial, Inc.
He graduated from North Carolina State University with a Bachelor of Arts in English and earned the designation of CFP.
Aktiva positioner av Rob Hoxton
| Företag | Position | Start |
|---|---|---|
| JSB FINANCIAL INC. | Direktör/Styrelseledamot | - |
Jefferson Security Bank
 Jefferson Security Bank Regional BanksFinance Operates as a community bank | Direktör/Styrelseledamot | 2022-06-03 |
Hoxton Planning & Management LLC
 Hoxton Planning & Management LLC Investment ManagersFinance Hoxton Planning & Management practices strategic asset allocation in keeping with the tenets of Modern Portfolio Theory. The firm seeks to gain after-tax performance by using a tax management approach to investment management. Portfolios are built using individual securities such as stocks and bonds, exchange traded funds (ETF), and mutual funds. | Verkställande Direktör | 2022-04-01 |
Tidigare kända positioner av Rob Hoxton
| Företag | Position | Slut |
|---|---|---|
Hoxton Financial, Inc.
 Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice | Verkställande Direktör | 2016-04-01 |
United Capital Financial Advisors LLC
 United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Portföljförvaltare-Aktier | - |
Rob Hoxtons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
18
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Finance |
North Carolina State University
 North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jefferson Security Bank
Jefferson Security Bank Regional BanksFinance Operates as a community bank | Finance |
Hoxton Financial, Inc.
Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice | Finance |
Hoxton Planning & Management LLC
Hoxton Planning & Management LLC Investment ManagersFinance Hoxton Planning & Management practices strategic asset allocation in keeping with the tenets of Modern Portfolio Theory. The firm seeks to gain after-tax performance by using a tax management approach to investment management. Portfolios are built using individual securities such as stocks and bonds, exchange traded funds (ETF), and mutual funds. | Finance |
JSB Financial, Inc.
 JSB Financial, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services | Finance |
