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First Financial Equity Corporation

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 5, 2020
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $302.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

162

name start date
Dale Hardy Westermark
January 2010
Randy Wayne Sitzman
September 2008
James Richard Shaver
June 2009
Michael Peter Lee
December 2013
David Lyle Capstick
June 2015

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jeffrey Scott Graves President / Ceo January, 2017 50% to 75%
    Randy Wayne Sitzman Coo / Secretary / Treasurer September, 2016 50% to 75%
    Tammy Lynn Steffen Chief Compliance Officer July, 2019 less than 5%
    Andrew Lee Sitzman Cfo December, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Commissions