Mike Lomas
Fondatore presso Independent Solutions Wealth Management LLC
Provenienza dei contatti di primo grado di Mike Lomas
Entità | Tipo di entità | Settore Industriale | |
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Independent Solutions Wealth Management LLC
Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions Wealth Management LLC (Independent Solutions) is an independent, SEC-registered investment advisor headquartered in Williamsville, New York. The firm was founded by Glenn Wiggle and Mike Lomas in 2008. Independent Solutions provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans and trust programs.
2
| Private Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mike Lomas tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree | |
Peak Reps LLC
Peak Reps LLC Financial ConglomeratesFinance Peak Reps LLC provides financial services. The company was founded by Glenn C. Wiggle and Daniel David Neiman and is headquartered in Palm Beach Gardens, FL. | Financial Conglomerates | Founder | |
Simon Fraser University | College/University | Masters Business Admin | |
Trinity Western University | College/University | Undergraduate Degree | |
Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Canada | 3 |
Settori
Finance | 6 |
Consumer Services | 4 |
Posizioni
Corporate Officer/Principal | 3 |
Founder | 2 |
Undergraduate Degree | 2 |
Portfolio Manager-Equities | 2 |
Compliance Officer | 1 |
Contatti più connessi
Insiders | |
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Glenn C. Wiggle | 6 |
Peter Nielsen | 4 |
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