Chris Osmond
Directeur en chef des Investissements chez CCG Wealth Management LLC
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Kyle Lee Malmstrom | M | - |
CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Glenn Spencer | M | - |
Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals. | 7 ans |
Derick Clifford Myron | M | - |
CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
David Joseph Cariani | M | 55 |
CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 4 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Chris Osmond
- Réseau Personnel