Justin Michael Happ
Compliance Officer chez Nvest Financial LLC
Provenance du réseau au premier degré de Justin Michael Happ
Entité | Type d'entité | Industrie | |
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Nvest Financial LLC
Nvest Financial LLC Investment ManagersFinance Nvest Financial LLC (Nvest) is an independent registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by Shawn P. Willard in 2007. Nvest provides financial planning and portfolio management services to families, individuals and non-profit organizations.
2
| Private Company | Investment Managers | 2 |
Commonwealth Equity Services, Inc. (Broker)
1
| Operating Division | Investment Banks/Brokers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Justin Michael Happ via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Householder Group Estate & Retirement Specialist LLC
Householder Group Estate & Retirement Specialist LLC Investment ManagersFinance Householder Group Estate & Retirement Specialist LLC (Householder Group) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Scott A. Householder in 1997 and is owned by The ASG Ohio Legacy Trust. Householder Group offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree | |
University of Rhode Island | College/University | Undergraduate Degree | |
Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity |
Statistiques
Internationale
Etats-Unis | 8 |
Sectorielle
Finance | 5 |
Consumer Services | 4 |
Opérationnelle
Corporate Officer/Principal | 4 |
Chief Executive Officer | 2 |
Compliance Officer | 2 |
Founder | 2 |
Undergraduate Degree | 2 |
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