Dave Allaire
Vorstandsvorsitzender bei The Retirement Planning Co. of New England, Inc.
Profil
Mr. David W.
Allaire is a Portfolio Manager at Mystic Asset Management, Inc. and at The Retirement Planning Co. of New England, Inc. He is also Executive Vice-President of Mystic Asset Management, Inc.
Mr. Allaire has been involved in the securities industry since 1989 when he first worked as securities representative of First Investors Corporation.
In 1992 he joined LPL Financial Services and in 1996 he co-founded RPC.
He is a graduate of the University of Rhode Island, where he received a BS in Finance in 1988.
Aktive Positionen von Dave Allaire
| Unternehmen | Position | Beginn |
|---|---|---|
The Retirement Planning Co. of New England, Inc.
 The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Vorstandsvorsitzender | 01.01.1996 |
Mystic Asset Management, Inc.
 Mystic Asset Management, Inc. Investment ManagersFinance Mystic Asset Management, Inc. (MAM) is an independent, SEC-registered investment advisor headquartered in Warwick, Rhode Island. The firm was founded by Henry “Robin” Honiss in 1992 and in 2002; he sold his business to RPC Advisors (a division of The Retirement Planning Company of New England). MAM offers highly personalized investment advisory services to banks, high net worth individuals, trusts, pension and profit-sharing plans, and non-profit organizations. | Finanzdirektor/CFO | 01.01.2003 |
Ehemalige bekannte Positionen von Dave Allaire
| Unternehmen | Position | Ende |
|---|---|---|
Securities Service Network LLC
 Securities Service Network LLC Investment Banks/BrokersFinance Securities Service Network LLC offers financial product and services. The firm provides a wide range of support to independent financial advisors and advisory firms. The company was founded by Steven L. Coffey in 1983 and is headquartered in Knoxville, TN. | Corporate Officer/Principal | - |
Securities America, Inc.
 Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Corporate Officer/Principal | - |
Cambridge Investment Research, Inc.
 Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Corporate Officer/Principal | - |
Ausbildung von Dave Allaire
| University of Rhode Island | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Securities Service Network LLC
Securities Service Network LLC Investment Banks/BrokersFinance Securities Service Network LLC offers financial product and services. The firm provides a wide range of support to independent financial advisors and advisory firms. The company was founded by Steven L. Coffey in 1983 and is headquartered in Knoxville, TN. | Finance |
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Finance |
The Retirement Planning Co. of New England, Inc.
The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Finance |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Finance |
Mystic Asset Management, Inc.
Mystic Asset Management, Inc. Investment ManagersFinance Mystic Asset Management, Inc. (MAM) is an independent, SEC-registered investment advisor headquartered in Warwick, Rhode Island. The firm was founded by Henry “Robin” Honiss in 1992 and in 2002; he sold his business to RPC Advisors (a division of The Retirement Planning Company of New England). MAM offers highly personalized investment advisory services to banks, high net worth individuals, trusts, pension and profit-sharing plans, and non-profit organizations. | Finance |
