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Storia della carriera di Mike Conner
Precedenti posizioni note di Mike Conner
Società | Posizione | Inizio | Fine |
---|---|---|---|
Kistler-Tiffany Cos. LLC
![]() Kistler-Tiffany Cos. LLC Investment ManagersFinance Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs. | Analyst-Equity | 01/10/2005 | 01/08/2023 |
Analista-Rendimento Fisso | 01/10/2005 | 01/08/2023 | |
Gestore di Portafoglio-Azioni | 01/10/2005 | 01/08/2023 | |
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 | 30/04/2012 | 30/04/2012 |
Capital Analysts LLC
![]() Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Corporate Officer/Principal | 31/12/2007 | 31/12/2007 |
Formazione di Mike Conner
Ursinus College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Kistler-Tiffany Cos. LLC
![]() Kistler-Tiffany Cos. LLC Investment ManagersFinance Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs. | Finance |
Capital Analysts LLC
![]() Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | 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 |
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