Provenance du réseau au premier degré de Bill Roth
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
7
| Subsidiary | Investment Managers | 7 |
Bernardo Wealth Planning LLC
 Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Bill Roth via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Drexel University | College/University | Masters Business Admin | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Vanguard, Inc.
 Vanguard, Inc. Recreational ProductsConsumer Durables Vanguard, Inc. manufactures recreational vehicles and industrial trailers. The company was founded in 1968 and is headquartered in North Battleford, Canada. | Recreational Products | Corporate Officer/Principal | |
Aberdeen Investment Management LLC
 Aberdeen Investment Management LLC Investment ManagersFinance Aberdeen Investment Management LLC (Aberdeen) is an independent wealth management firm headquartered in Dallas, Texas. The firm was founded in 1991 by Jeb Terry. Aberdeen provides advisory services to individuals, trusts and other business entities. | Investment Managers | Corporate Officer/Principal | |
| Bucknell University | College/University | Undergraduate Degree | |
| Commonwealth Equity Services, Inc. (Broker) | Investment Banks/Brokers | Corporate Officer/Principal | |
| Lock Haven University of Pennsylvania | College/University | Undergraduate Degree | |
Conservest Capital Advisors, Inc.
 Conservest Capital Advisors, Inc. Investment ManagersFinance Conservest Capital Advisors, Inc. (Conservest) is an independent registered investment advisor and wealth management firm headquartered in Wynnewood, Pennsylvania. The firm was founded by Bruce Kardon in 1993. Conservest provides investment advisory services to a wide range of clients, including individuals and families, small businesses, professional corporations, sole proprietorships, religious institutions, endowments and charities. | Investment Managers | Analyst-Equity | |
| Lebow College of Business | College/University | Masters Business Admin | |
MML Investors Services LLC
 MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Investment Managers | Corporate Officer/Principal | |
| Goshen College, Inc. | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 16 |
| Canada | 2 |
Sectorielle
| Consumer Services | 10 |
| Finance | 6 |
| Commercial Services | 2 |
| Consumer Durables | 2 |
Opérationnelle
| Undergraduate Degree | 8 |
| Corporate Officer/Principal | 5 |
| Analyst-Equity | 4 |
| Masters Business Admin | 3 |
| Portfolio Manager-Equities | 2 |
