Provenienza dei contatti di primo grado di Mark A. Bates
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc.
9
| Private Company | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mark A. Bates tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree | |
Loyola University of Chicago | College/University | Undergraduate Degree | |
Wright State University (Ohio) | College/University | Undergraduate Degree | |
Thomas More University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Wabash College
Wabash College Other Consumer ServicesConsumer Services Wabash College is an independent, liberal arts college for men. It offers qualified young men a superior education, fostering, in particular, independent intellectual inquiry, critical thought, and clear written and oral expression. The College educates its students broadly in the traditional curriculum of the liberal arts, while also requiring them to pursue concentrated study in one or more disciplines | College/University | Undergraduate Degree | |
Hillsdale College | College/University | Undergraduate Degree | |
Northern Kentucky University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Settori
Consumer Services | 9 |
Finance | 3 |
Posizioni
Undergraduate Degree | 9 |
Investment Committee Member | 5 |
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 3 |
Founder | 2 |
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