![Roger Pine](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Relazioni attive
Nome | Sesso | Età | Società collegate | Collaborazione |
---|---|---|---|---|
Kevin Lozer | M | - |
Holistiplan LLC
![]() Holistiplan LLC Packaged SoftwareTechnology Services Holistiplan LLC is a tax planning software designed for financial planners and investment advisors to automate the process of reviewing a client's tax return and find potential planning opportunities. The private company is based in College Station, TX. The software uses optical character recognition (OCR) to read uploaded tax returns and generate client-ready reports that uncover potential financial planning opportunities through an algorithmic program. The company was founded in 2019 by Kevin Lozer and Roger Pine, both of whom were financial advisors in independent financial advisory firms prior to starting Holistiplan. | 5 anni |
Geoffrey Brown | M | - |
National Association of Personal Financial Advisors
| 11 anni |
Richard Feight | M | - |
National Association of Personal Financial Advisors
| - |
Tim Kober | M | - |
National Association of Personal Financial Advisors
| - |
Laura Barnett Lion | F | - |
National Association of Personal Financial Advisors
| 3 anni |
Ronald Buck | M | 89 |
National Association of Personal Financial Advisors
| - |
Robert F. Keats | M | - |
National Association of Personal Financial Advisors
| - |
Joel Scott Isaacson | M | - |
National Association of Personal Financial Advisors
| 8 anni |
J. David Lewis | M | - |
National Association of Personal Financial Advisors
| - |
John Lame | M | - |
National Association of Personal Financial Advisors
| - |
Debbie Knotts | F | - |
National Association of Personal Financial Advisors
| - |
Lauren Locker | F | - |
National Association of Personal Financial Advisors
| - |
Owen Hayes Malcolm | M | - |
National Association of Personal Financial Advisors
| - |
Tim Maurer | M | - |
National Association of Personal Financial Advisors
| - |
Robert Hockett | M | 56 |
National Association of Personal Financial Advisors
| - |
Grant William Moore | M | - |
National Association of Personal Financial Advisors
| 9 anni |
Jerry P. Boisseau | M | - |
National Association of Personal Financial Advisors
| - |
Bart Boyer | M | - |
National Association of Personal Financial Advisors
| - |
Kim McNeill Gardey | M | - |
National Association of Personal Financial Advisors
| - |
Peter Craddock | M | - |
National Association of Personal Financial Advisors
| - |
Grafico relazionale
Relazione in diverse aziende
Statistiche
Paese | Relazioni | % del totale |
---|---|---|
Stati Uniti | 20 | 100.00% |
Età delle relazioni
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Provenienza delle relazioni
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