Kelly Roark

Gestore di Portafoglio-Azioni presso Commonwealth Equity Services LLC

Finance

Consumer Services

Profilo

Kelly Mullin Roark is currently working as an Advisor at Commonwealth Equity Services LLC since 2023.
She completed her undergraduate degree from Western Carolina University in 1997.

Posizioni attive di Kelly Roark

Società	Posizione	Inizio
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.	Gestore di Portafoglio-Azioni	01/08/2023

Tutte le posizioni attive di Kelly Roark

Formazione di Kelly Roark

Western Carolina University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Kelly Roark

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private	1
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.	Finance