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Provenance du réseau au premier degré de Raymond Clayton Baker
Entité | Type d'entité | Industrie | |
---|---|---|---|
WESPAC Advisors LLC
![]() WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Raymond Clayton Baker via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
University of California San Diego | College/University | Undergraduate Degree | |
Hilltop Securities, Inc.
![]() Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
WESPAC Advisors SoCal LLC
![]() WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Investment Managers | Chief Investment Officer |
Statistiques
Internationale
Etats-Unis | 7 |
Sectorielle
Finance | 6 |
Consumer Services | 2 |
Opérationnelle
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Trading-Equity | 1 |
Undergraduate Degree | 1 |
Relations les plus connectées
Insiders | |
---|---|
Joseph Peter Traba | 7 |
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