Tag: White Horse Advisors, LLC
Stephen Griner, Earns Chartered Financial Analyst Designation
ATLANTA, Ga. /eNewsChannels/ -- White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces that Stephen Griner, COO of White Horse Advisors, has earned the Chartered Financial Analyst (CFA) designation. Griner was one of only 42 percent of investment professionals to pass the June 2010 CFA exam.
White Horse Advisors' Navix is a 14-Step Process for Business Value Creation and Exit Planning
ATLANTA, Ga. -- White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces the launch of Navix, a 14-step process for business value creation and exit planning.
White Horse Advisors Completes Conversion to SEC Registered Investment Advisor
ATLANTA, Ga. -- White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, is an SEC-registered investment advisor (RIA) as of March 9, 2010. White Horse Advisors joins a growing number of financial advisory representatives nationwide that are registering independently of broker-dealers.
