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Ron Dugan Joins AmeriTrust as Portfolio Manager

AmeriTrust, a subsidiary of Argent Financial Group, announced today that it has appointed Ron Dugan as a portfolio manager. Dugan will be responsible for helping clients with investment management, including individuals, trusts, foundations, endowments and pensions....

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Retirement Services Senior Compliance Officer

Position Summary |
Responsibilities include assisting the Chief Compliance Officer (CCO) with implementing and maintaining a comprehensive risk-based monitoring and testing program to ensure that all lines of business are in compliance with application laws, regulations and company policies. Maintain a thorough knowledge of federal and applicable state fiduciary laws and regulations, including Employee Retirement Income Security Act (ERISA). Monitor for regulatory changes, including proposed changes, and assist the CCO in communicating each to all lines of business/management. Maintain a risk-based compliance monitoring and testing program to ensure that all lines of business maintain a strong, consistent and effective control environment, and that compliance weaknesses, deficiencies, and failures are identified early and corrected.
Location |
San Antonio, TX; Ruston, LA; Birmingham, AL; or Nashville, TN
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Disclosure & Privacy Policies

AMERITRUST COMPANY DISCLOSURE STATEMENT Third-Party Service Providers: In order to effect, administer, or enforce a transaction requested or authorized by you, the customer, we may share your personal information with third-party service providers. We do...

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Trust Administration

Serving as a trustee requires financial responsibility, accountability, investment knowledge, objectivity, and experience, all of which can be found at AmeriTrust. As an independent fiduciary, we have one loyalty – you. We can serve as a trustee, co-trustee, successor...

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Privacy Policies

Argent Advisors, Inc. Argent Trust Company Argent Trust Company - ESOP ARGENT ADVISORS, INC. PRIVACY POLICY Argent Advisors, Inc., an SEC registered investment adviser, (“Argent”), maintains physical, electronic, and procedural safeguards that...

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Identity Theft

To protect your identity and your money, never give personal information, such as account numbers or Social Security numbers, over the telephone, through the mail or over the internet unless you initiated the contact or know with whom you are dealing....

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Annual Tax Disclosures

AmeriTrust Argent Trust Company Argent Trust Company - ESOP Heritage Trust Company AMERITRUST 2019 FORM 1099 REPORTING Each year, AmeriTrust Trust Company mails to you Forms 1099 reporting dividends, interest, gains and losses, and other income earned in...

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