Ursprung des Netzwerks ersten Grades von Ben Welch
Einheit | Art der Einheit | Industrie | |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
18
| Subsidiary | Investment Managers | 18 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ben Welch
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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BellSouth LLC
BellSouth LLC Major TelecommunicationsCommunications BellSouth LLC operates as a telecommunications holding company. It provides wire line communication services including local exchange, network access, intra local access, and internet services. The firm also offers print and online directory advertising. The company was founded in 1983 and is headquartered in Atlanta, GA. | Major Telecommunications | Corporate Officer/Principal | |
FISERV, INC. | Regional Banks | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
UVEST Financial Services Group, Inc.
UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance/Rental/Leasing | President | |
U.S. Bancorp Investments, Inc.
U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Market Strategist | |
Optimum Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Market Strategist | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chief Investment Officer Chief Investment Officer Chief Executive Officer | |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Analyst-Equity | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
Ladenburg Thalmann Asset Management, Inc.
Ladenburg Thalmann Asset Management, Inc. Investment ManagersFinance Ladenburg Thalmann Asset Management, Inc. (LTAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1982 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc. LTAM provides consulting and fund management services to individuals, high net-worth individuals, small business owners, pension and profit-sharing plans, plan participants, trusts, estates and charitable organizations, corporations or other business entities, investment companies, pooled investment vehicles and other investment advisers. | Investment Managers | Trading-Equity | |
Elmhurst College | College/University | Undergraduate Degree | |
San Diego State University | College/University | Masters Business Admin | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Boston College | College/University | Graduate Degree | |
Boston University School of Law | College/University | Graduate Degree | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
University of Minnesota Duluth | College/University | Undergraduate Degree | |
Fox School of Business | College/University | Graduate Degree | |
University of Pune | College/University | Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
California State University-Sacramento | College/University | Undergraduate Degree | |
St. Francis College | College/University | Undergraduate Degree | |
Trinity College & University | College/University | Undergraduate Degree | |
Taylor University | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
The College of William & Mary | College/University | Undergraduate Degree | |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Florida State University | College/University | Undergraduate Degree | |
Auburn University | College/University | Undergraduate Degree | |
Georgia State University | College/University | Masters Business Admin | |
Bank Insurance & Securities Association
Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Director/Board Member | |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity | |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Investment Managers | President | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
Vereinigte Staaten | 45 |
Indien | 2 |
Sektoral
Finance | 22 |
Consumer Services | 20 |
Commercial Services | 4 |
Communications | 2 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 15 |
Undergraduate Degree | 13 |
Analyst-Equity | 12 |
Portfolio Manager-Equities | 8 |
Director/Board Member | 7 |