Provenienza dei contatti di primo grado di Cris Alvarez
Entità | Tipo di entità | Settore Industriale | |
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First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.
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| Subsidiary | Investment Banks/Brokers | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Cris Alvarez tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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General Electric Capital Corp.
General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
GE Financial Assurance Holdings LLC
GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services. | Investment Managers | Corporate Officer/Principal | |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. Investment Banks/BrokersFinance Summit Brokerage Services, Inc. is a broker/dealer and holding firm headquartered in Boca Raton, Florida. Founded in 1993, the firm provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Purshe Kaplan Sterling Investments, Inc.
Purshe Kaplan Sterling Investments, Inc. Financial ConglomeratesFinance Purshe Kaplan Sterling Investments, Inc. operates as a full-service broker/dealer and financial services firm. It offers mutual funds, college savings plans, variable products, alternative investments and access to many of the top professional money managers in the country. The company is headquartered in Albany, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Prudential Investment Corp.
Prudential Investment Corp. Investment ManagersFinance Part of Prudential Financial, Inc., Prudential Investment Corp. provides investment advice. The company is based in Grass Lake, MI. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides 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 sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Portfolio Manager-Equities | |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | Investment Managers | Corporate Officer/Principal | |
Destra Multi-Alternative Fund
Destra Multi-Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT. | Investment Trusts/Mutual Funds | Corporate Secretary | |
University of Pennsylvania | College/University | Undergraduate Degree | |
RunMoney Corp.
RunMoney Corp. Investment ManagersFinance RunMoney Corp. provides investment advisory services. The company was founded by Robert B. Jorgensen and is headquartered in San Diego, CA. | Investment Managers | Corporate Officer/Principal | |
Colby College | College/University | Undergraduate Degree | |
College for Creative Studies | College/University | Corporate Officer/Principal | |
The College of William & Mary | College/University | Graduate Degree | |
DePaul University | College/University | Undergraduate Degree | |
Hawaii Pacific University | College/University | Undergraduate Degree | |
Pepperdine University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
Protiviti, Inc.
Protiviti, Inc. Miscellaneous Commercial ServicesCommercial Services Protiviti, Inc. provides global business consulting and internal auditing. It offers business performance improvement, data management and advanced analytics, digital transformation, forensic, internal audit and financial advisory, managed business services, risk and compliance, technology consulting, and transaction services. The company was founded in May 2002 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Jewish Federation of Greater Atlanta, Inc.
Jewish Federation of Greater Atlanta, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Atlanta offers opportunities to build communities for Jews at home, in Israel and in communities throughout the world. It provides services through a network of social and humanitarian agencies. The company was founded in 1906 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Portfolio Manager-Equities | |
Cerulli Associates, Inc.
Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Investment Managers | Corporate Officer/Principal | |
OTA LLC
OTA LLC Investment Banks/BrokersFinance OTA LLC is a broker/dealer subsidiary of OTA Financial Group LP. The firm is headquartered in Purchase, New York and was founded in 1983. OTA focuses on quantitative proprietary trading, market making, and institutional execution services. They cover a variety of industries including consumer products, cyclicals, healthcare, media, retail/apparel, restaurants, hardline enterprise technology, consumer services, electronics and telecommunications. The firm provides research on emerging markets, industries not widely covered by Wall Street, and derivative ideas. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Legend Group, Inc.
The Legend Group, Inc. Investment ManagersFinance For over 45 years, The Legend Group has been helping investors work toward achieving their financial goals. Their history is rooted in the development of products and services for retirement plans, and over the years they have played an influential role in the evolution of the §403(b) retirement plan market. Legend is a full service investment planning firm offering: A wide range of investment options, Retirement accounts for many plan types, Solutions for retirement plan sponsors, Investment advisory services, College savings plans, Insurance products and Non-qualified investments. Their nationwide network of financial advisors is prepared to guide them in setting realistic and attainable objectives, and assist them in designing an investment strategy to help one reach them. As a subsidiary of Waddell and Reed Financial, Inc. (WDR), Legend has access to the resources of one of the most enduring mutual fund and financial planning complexes in the United States. This relationship strengthens their position as an industry leader, and lends support to their initiatives as they continue to build upon a solid foundation of excellence and innovation. Legend's mission is to deliver professional investment advice, quality investment products and unparalleled service. They strive to achieve this goal via state-of-the-art technology, dynamic asset management programs and a dedicated support team. | Investment Managers | Chairman Sales & Marketing | |
Lebenthal Wealth Advisors LLC
Lebenthal Wealth Advisors LLC Investment ManagersFinance Lebenthal Wealth Advisors LLC (LWA) is an asset management firm headquartered in New York City. The firm is a subsidiary of Lebenthal Holdings LLC, ultimately held by South Street Securities Holdings, Inc. LWA provides investment advisory services to high-net worth individuals, pensions, profit sharing, and other employee benefit plans (such as state or municipal plans), trusts, estates, charitable organizations and institutions such as foundations and endowments, corporations, and business entities. | Investment Managers | Chief Executive Officer | |
Diligent Investors LLC
Diligent Investors LLC Investment ManagersFinance Diligent Investors LLC is an independent, SEC-registered investment advisor headquartered in Redlands, California. The firm was founded Doyal “Nick” Brown in 2011. Diligent Investors works with individuals & families to develop, implement, and manage sophisticated financial plans designed to meet their personalized needs and support them in pursuit of their life’s most important endeavors. | Investment Managers | Founder | |
NWK Group, Inc.
NWK Group, Inc. Investment ManagersFinance NWK Group, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Nadim Nahas in 2002. NWK Group provides comprehensive wealth planning, portfolio management, and retirement advisory services to affluent individuals and families, as well as corporate and nonprofit institutions in the greater northern California area. | Investment Managers | Founder | |
Social Finance, Inc.
Social Finance, Inc. Finance/Rental/LeasingFinance Social Finance, Inc. engages in the provision of loan refinancing services. It offers mortgage loans, personal loan and wealth management services. Its products include student loan refinancing, medical resident refinancing, mortgage loans, mortgage refinancing, personal loans, parent loans, parent PLUS refinancing, asset management, wealth management, and life insurance. The company was founded by James Robert Finnigan, Andrew Carra, Daniel Macklin, Michael Scott Cagney, and Ian Brady in August 2011 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
ENVESTNET, INC. | Packaged Software | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Settori
Finance | 31 |
Consumer Services | 11 |
Commercial Services | 3 |
Miscellaneous | 2 |
Technology Services | 2 |
Posizioni
Corporate Officer/Principal | 52 |
Undergraduate Degree | 13 |
Chief Operating Officer | 6 |
Director/Board Member | 5 |
President | 5 |
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