Peter P. Chen
Directeur Général chez WESPAC Advisors SoCal LLC
Provenance du réseau au premier degré de Peter P. Chen
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
3
| Private Company | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Peter P. Chen via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
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 Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Equity | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
University of California San Diego | College/University | Undergraduate Degree | |
University of California, Riverside | College/University | Undergraduate Degree | |
Graziadio School of Business & Management | College/University | Masters Business Admin | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Corporate Officer/Principal | |
Eldorado Trading Group LLC
Eldorado Trading Group LLC Investment Banks/BrokersFinance Eldorado Trading Group LLC engages in trading securities. The private company is based in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Puget Sound | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 12 |
Sectorielle
Finance | 8 |
Consumer Services | 5 |
Opérationnelle
Corporate Officer/Principal | 7 |
Analyst-Equity | 3 |
Trading-Equity | 3 |
Undergraduate Degree | 3 |
Portfolio Manager-Equities | 2 |
Relations les plus connectées
Insiders | |
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Joseph Peter Traba | 7 |
Alex Santibáñez | 4 |
Hunter Dulin | 4 |
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