Paul Allen McClain
Fondateur chez Freedom Wealth Advisors LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Gary Bruce Cloud | M | - |
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | 21 ans |
| Andrew Richard Muther | M | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | 18 ans |
| Jeffrey Alan White | M | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | 18 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| David B. Anderson | M | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | - |
| Rick Rick | M | 58 |
Dean Witter Reynolds, Inc.
| 7 ans |
| J. Kemper | M | 51 |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | - |
| Derek L. Hamilton | M | - |
Rockhurst University
| 7 ans |
| Wai Yan Lam | M | 73 |
Dean Witter Reynolds, Inc.
| 10 ans |
| Larry L. Valencia | M | - |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | - |
| Suresh Laxman Bhirud | M | 76 |
Dean Witter Reynolds, Inc.
| - |
| Robert B. Hobbs | M | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | - |
| Abby M. Liggett | F | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | 1 ans |
| Ward Williams | M | - |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | - |
| Garo Armen | M | 71 |
Dean Witter Reynolds, Inc.
| 2 ans |
| Joseph Stich | M | 59 |
Rockhurst University
| 2 ans |
| Penny Bordokas | F | - |
Dean Witter Reynolds, Inc.
| 3 ans |
| Jerri Christensen | F | - |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | - |
| Rick Harris | M | - |
Dean Witter Reynolds, Inc.
| 6 ans |
| Lauren Spencer Mitchelson | F | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | 12 ans |
| Andrew J. Klinghammer | M | - |
University of Central Missouri
| 4 ans |
| Matthew T. Moore | M | - |
Dean Witter Reynolds, Inc.
| 4 ans |
| James Haworth | M | 62 |
University of Central Missouri
| 4 ans |
| Daniel R. Kastholm | M | - |
Dean Witter Reynolds, Inc.
| 1 ans |
| Mark E. Epstein | M | - |
Dean Witter Reynolds, Inc.
| - |
| Alexander T. Shang | M | 66 |
Dean Witter Reynolds, Inc.
| 2 ans |
| Robin A. Bienfait | F | 64 |
University of Central Missouri
| 3 ans |
| Philip J. Roth | M | - |
Dean Witter Reynolds, Inc.
| 5 ans |
| Rick Garcia | M | - |
Dean Witter Reynolds, Inc.
| 4 ans |
| Joel Gerson Serebransky | M | - |
Dean Witter Reynolds, Inc.
| 8 ans |
| John J. Harrington | M | - |
Rockhurst University
| 2 ans |
| John M. Vannoy | M | - |
University of Central Missouri
| 4 ans |
| Peter Stock | M | - |
Dean Witter Reynolds, Inc.
| 10 ans |
| Encik Rustam Apandi bin Jamaludin | M | 63 |
University of Central Missouri
| 2 ans |
| Chuck McDaniel | M | - |
University of Central Missouri
| 4 ans |
| A. Jamie Gile | M | 58 |
University of Central Missouri
| 4 ans |
| Erik Leroy Peter | M | - |
Dean Witter Reynolds, Inc.
| 1 ans |
| Charlie McCarthy | M | - |
Dean Witter Reynolds, Inc.
| 4 ans |
| Tracy A. Hutt | F | - |
Dean Witter Reynolds, Inc.
| 2 ans |
| Jonathan Edward Lewis | M | - |
Dean Witter Reynolds, Inc.
| 2 ans |
| Thane Alan Cleland | M | - |
Dean Witter Reynolds, Inc.
| 5 ans |
| Robert R. Birr | M | - |
Dean Witter Reynolds, Inc.
| 19 ans |
| Lance Horton | M | - |
Dean Witter Reynolds, Inc.
| 1 ans |
| Cathy S. Allison | F | - |
Rockhurst University
| 2 ans |
| John J. Glennon | M | - |
Dean Witter Reynolds, Inc.
| 9 ans |
| Jim L. Haggerty | M | - |
Dean Witter Reynolds, Inc.
| 6 ans |
| Dan Heckman | M | - |
Rockhurst University
| 2 ans |
| Amy L. Schaff | F | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | - |
| Carter Ridgely Harrison | M | - |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | 13 ans |
| Brad Unruh | M | - |
Dean Witter Reynolds, Inc.
| 8 ans |
| Molly Lewis | F | - |
Dean Witter Reynolds, Inc.
| - |
| Charles E. McCarthy | M | 55 |
Dean Witter Reynolds, Inc.
| 3 ans |
| Patrick Joseph Halloran | M | 63 |
Dean Witter Reynolds, Inc.
| 3 ans |
| Todd Ault | M | 54 |
Dean Witter Reynolds, Inc.
| 4 ans |
| Jeff Brigman | M | - |
Dean Witter Reynolds, Inc.
| 8 ans |
| Bill Tichy | M | 84 |
Dean Witter Reynolds, Inc.
| 27 ans |
| David A. Geraty | M | - |
Dean Witter Reynolds, Inc.
| - |
| James C. DiDonato | M | - |
Dean Witter Reynolds, Inc.
| 4 ans |
| Gary N. Anderson | M | - |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | - |
| Barry Abbot Hyman | M | - |
Dean Witter Reynolds, Inc.
| 6 ans |
| Robin Meryl Jaffe-Murin | F | - |
Dean Witter Reynolds, Inc.
| 1 ans |
| David Stockert | M | 61 |
Dean Witter Reynolds, Inc.
| 5 ans |
| Patrick J. Comack | M | 58 |
Dean Witter Reynolds, Inc.
| 2 ans |
| Bill Greiner | M | - |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | - |
| Kit Jackson | F | - |
Dean Witter Reynolds, Inc.
| - |
| William Conaway Martindale | M | - |
Dean Witter Reynolds, Inc.
| 19 ans |
| Todd H. Vernon | M | - |
University of Central Missouri
| 4 ans |
| Charles E. Ramsey | M | 87 |
Dean Witter Reynolds, Inc.
| - |
| M. William Benedetto | M | 83 |
Dean Witter Reynolds, Inc.
| 5 ans |
| Brent Giles | M | 56 |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | 2 ans |
| Joseph Ratterman | M | 57 |
University of Central Missouri
| 4 ans |
| Monte Lew Avery | M | - |
Dean Witter Reynolds, Inc.
| 6 ans |
| Anthony A. Lombardi | M | - |
Dean Witter Reynolds, Inc.
| 7 ans |
| Ralph V. Raulli | M | - |
Dean Witter Reynolds, Inc.
| 17 ans |
| Paul C. Lenihan | M | - |
Dean Witter Reynolds, Inc.
| 2 ans |
| Gerard P. Laheney | M | 86 |
Dean Witter Reynolds, Inc.
| 3 ans |
| William Lee Matthes | M | - |
Dean Witter Reynolds, Inc.
| 9 ans |
| Ismael Sadek | M | - |
Dean Witter Reynolds, Inc.
| 2 ans |
| Jody E. Miller | M | 57 |
University of Central Missouri
| 4 ans |
| J. Alan Reid | M | - |
Dean Witter Reynolds, Inc.
| 6 ans |
| Andrew Taub | M | 54 |
Dean Witter Reynolds, Inc.
| 2 ans |
| Keith Allen Jaworski | M | - |
Dean Witter Reynolds, Inc.
| 7 ans |
| Patrick Koster | M | - |
Dean Witter Reynolds, Inc.
| - |
| William H. Steele | M | - |
Dean Witter Reynolds, Inc.
| 7 ans |
| Brad M. Johnson | M | - |
Dean Witter Reynolds, Inc.
| 1 ans |
| Russell Kenneth Mayerfeld | M | 70 |
Dean Witter Reynolds, Inc.
| 9 ans |
| Steven Patrick Franke | M | - |
Rockhurst University
| 4 ans |
| Jason J. Votruba | M | - |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | - |
| David Mills Hay | M | - |
Dean Witter Reynolds, Inc.
| 10 ans |
| Bryan Maher | M | - |
Dean Witter Reynolds, Inc.
| 4 ans |
| Cynthia Rose-Martel | F | - |
Dean Witter Reynolds, Inc.
| - |
| Angel Mario Lupercio | M | - |
Rockhurst University
| 4 ans |
| Scott Robert Emerman | M | - |
Dean Witter Reynolds, Inc.
| 5 ans |
| Eric Gordon | M | - |
Rockhurst University
| 3 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 35 | 37,63% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Paul Allen McClain
- Réseau Personnel
