Profiel
Ms. Katie E.
McMillan is an Advisor Associate at HBK Sorce Advisory LLC.
Ms. McMillan was employed by Q3 Capital LLC, Northwestern Mutual Investment Services LLC and Bank of New York Mellon.
Ms. McMillan received her BS in Finance from West Virginia University.
Eerdere bekende functies van Katie E. McMillan
| Bedrijven | Functie | Einde |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Analyst-Equity | - |
Opleiding van Katie E. McMillan
| West Virginia University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
