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Oorsprong van het eerstegraads netwerk van Tris Millard
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
NewEdge Advisors LLC
![]() NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services.
9
| Subsidiary | Investment Managers | 9 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tris Millard via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Louisiana State University | College/University | Undergraduate Degree Undergraduate Degree | |
SOL Capital Management Co.
![]() SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | Investment Managers | Analyst-Equity | |
Florida State University | College/University | Masters Business Admin | |
Delta Financial Advisors, Inc.
![]() Delta Financial Advisors, Inc. Investment ManagersFinance Delta Financial Advisors, Inc. provides investment advice. The private company is based in Kensington, MD. | Investment Managers | Corporate Officer/Principal | |
Blue Heron Capital Management LLC
![]() Blue Heron Capital Management LLC Investment ManagersFinance Blue Heron Capital Management LLC (Blue Heron Capital) is a private equity and venture capital firm founded in 2009 by Tom Benedetti and Andrew Tichenor. The firm is headquartered in Richmond, Virginia. | Investment Managers | Corporate Officer/Principal | |
Texas A&M University | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Loyola University New Orleans | College/University | Undergraduate Degree | |
St. Norbert College, Inc. | College/University | Undergraduate Degree | |
University of South Carolina | College/University | Undergraduate Degree | |
University of Massachusetts Amherst | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 16 |
Sectoraal
Consumer Services | 8 |
Finance | 8 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 7 |
Undergraduate Degree | 7 |
Portfolio Manager-Equities | 6 |
Founder | 5 |
Chief Executive Officer | 4 |
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