Joe Bert
Chief Executive Officer at Certified Advisory Corp.
Profile
Joseph Frank Bert is the founder and has held the title of Chief Executive Officer at Certified Advisory Corp.
since 1991.
He received his undergraduate degree from The Ohio State University in 1968.
Joe Bert active positions
Companies | Position | Start |
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Certified Advisory Corp.
Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 01/01/1991 |
Training of Joe Bert
The Ohio State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Certified Advisory Corp.
Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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