James Frankel Horrocks
Chief Executive Officer at Atomic Clock Partners, Inc.
James Frankel Horrocks active positions
Companies | Position | Start | End |
---|---|---|---|
Atomic Clock Partners, Inc.
Atomic Clock Partners, Inc. Investment ManagersFinance Atomic Clock Partners, Inc. (ACP) is an investment management firm headquartered in Danvers, Massachusetts. Formerly known as TimeScale Financial, Inc., the firm was founded in 2012 as Coastal Capital Group, Inc. and was acquired in 2022 by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. ACP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and their retirement plans. | Chief Executive Officer | 01/01/2012 | - |
Career history of James Frankel Horrocks
Former positions of James Frankel Horrocks
Companies | Position | Start | End |
---|---|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/11/1996 | 01/10/2017 |
Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC Investment ManagersFinance Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans. | Corporate Officer/Principal | 01/01/2003 | 01/04/2015 |
Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc. Investment ManagersFinance Northeast Planning Associates, Inc. provides financial advisory services. It offers proprietary planning tools and software programs, proposal and financial planning generation services and strategic retirement plan consulting services. The company was founded by Edward C. Hiers in 1958 and is headquartered in Bedford, NH. | Corporate Officer/Principal | 01/10/2010 | 01/12/2014 |
Training of James Frankel Horrocks
University of Massachusetts | Undergraduate Degree |
Questrom School of Business | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc. Investment ManagersFinance Northeast Planning Associates, Inc. provides financial advisory services. It offers proprietary planning tools and software programs, proposal and financial planning generation services and strategic retirement plan consulting services. The company was founded by Edward C. Hiers in 1958 and is headquartered in Bedford, NH. | Finance |
Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC Investment ManagersFinance Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans. | Finance |
Atomic Clock Partners, Inc.
Atomic Clock Partners, Inc. Investment ManagersFinance Atomic Clock Partners, Inc. (ACP) is an investment management firm headquartered in Danvers, Massachusetts. Formerly known as TimeScale Financial, Inc., the firm was founded in 2012 as Coastal Capital Group, Inc. and was acquired in 2022 by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. ACP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and their retirement plans. | Finance |