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Wally Taggart
Portefeuillebeheerder-Aandelen bij Sheaff Brock Investment Advisors LLC
Oorsprong van het eerstegraads netwerk van Wally Taggart
Entiteit | Type entiteit | Industrie | |
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Innovative Portfolios LLC
![]() Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios LLC is a registered investment adviser headquartered in Indianapolis, Indiana. The firm was founded by David Gilreath and Ronald Brock and is owned by Sheaff Brock Capital Management LLC. Innovative Portfolios offers investment advisory services to registered investment companies (including mutual funds) and Sub-advisor Services to registered investment advisors.
5
| Subsidiary | Investment Managers | 5 |
Sheaff Brock Investment Advisors LLC
![]() Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock Investment Advisors LLC (Sheaff Brock) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Dave Gilreath and Ron Brock in 2001 and is a subsidiary of Sheaff Brock Capital Management LLC. Sheaff Brock provides portfolio management services for high net worth individuals.
4
| Subsidiary | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Wally Taggart via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
SBAuer Funds LLC
![]() SBAuer Funds LLC Investment ManagersFinance SBAuer Funds LLC (SBAuer) is an independent registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Robert Auer and Bryan Auer in 2007. SBAuer serves as the investment manager to the Auer Growth Fund, a registered mutual fund. | Investment Managers | Director of Finance/CFO Compliance Officer | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
![]() Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
Marshall University | College/University | Undergraduate Degree | |
Fitch Ratings, Inc.
![]() Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Ball State University (Indiana) | College/University | Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Charles Schwab Futures, Inc.
![]() Charles Schwab Futures, Inc. Investment Banks/BrokersFinance Charles Schwab Futures, Inc. provides online brokerage services for retail option investors. It specializes in equity options and futures, as well as provides stocks, mutual funds, exchange traded funds, and bonds. The firm offers trading services such as custom order entry screens for options, spreads, covered calls, and stocks, as well as for mutual funds, including contingent order and one-cancels-other order features. The company was founded by Ned W. Bennett, James A. Gray, and David S. Kalt in 2001 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 14 |
Sectoraal
Finance | 11 |
Consumer Services | 5 |
Operationeel
Corporate Officer/Principal | 10 |
Portfolio Manager-Equities | 9 |
Undergraduate Degree | 5 |
Founder | 4 |
Investment Committee Member | 4 |
Sterkste connecties
Insiders | |
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Ron Brock | 6 |
Dave Gilreath | 6 |
JR Humphreys | 5 |
Tom Kaiser | 5 |
Seth William Webb Hickle | 5 |
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