Mark Hubbert
Corporate Officer/Principal bei Wells Fargo Advisors Financial Network LLC
Ursprung des Netzwerks ersten Grades von Mark Hubbert
Einheit | Art der Einheit | Industrie | |
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Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.
13
| Subsidiary | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mark Hubbert
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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CMG Global Holdings LLC
CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
BMC Fund, Inc.
BMC Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous BMC Fund, Inc. is a closed-end, diversified investment company. The company is headquartered in Lenoir, NC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Mattern Capital Management LLC
Mattern Capital Management LLC Investment ManagersFinance Mattern Capital Management LLC (Mattern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lakewood, Colorado. The firm was founded by Perry Mattern in 2019. Mattern Capital manages investment portfolios for individuals, high net worth individuals, trusts, businesses and corporations. | Investment Managers | Chief Executive Officer | |
Eastdil Secured LLC
Eastdil Secured LLC Investment Banks/BrokersFinance Eastdil Secured LLC provides real estate investment banking services. It offers wholesale and mortgage banking, investment banking, insurance agency, mortgage-backed securities & brokerage services. It has offices in Los Angeles, San Francisco, Washington, Boston, San Diego and Silicon Valley. The company was founded in 1967 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Center Capital Partners LLC
Center Capital Partners LLC Investment ManagersFinance Part of Center Capital Partners Holdings LLC, Center Capital Partners LLC is a company that provides investment advice. The company is based in Beverly Hills, CA. | Investment Managers | Portfolio Manager-Equities | |
Forensic Alpha Ltd.
Forensic Alpha Ltd. Investment Banks/BrokersFinance Forensic Alpha Ltd. operates an investment research platform that allows users to connect and collaborate with analysts. It caters to institutional asset managers, fund managers, hedge funds and institutions. The company was founded by Thomas Edward Beevers, Sandeep Bathina and Thomas Emil Johann Balk in June 2014 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Corporate Officer/Principal | |
Seeking Alpha, Inc.
Seeking Alpha, Inc. Internet Software/ServicesTechnology Services Seeking Alpha, Inc. is an investing community. It provides daily summaries of market and stock related stories, conference call transcripts, new initial public offer filings, and housing market information through blogs, money managers, and newsletters. The company was founded by David Jackson in 2004 and is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
Brady Family Wealth LLC
Brady Family Wealth LLC Investment ManagersFinance Brady Family Wealth LLC is a financial advisory firm founded in 2021 by Andrew Stephen Brady and Thomas Patrick Brady. The private company is based in St. Louis, MO. The company is CFA charterholders and offer a personalized investment management process that is tailored to their clients' personal goals and values. The company aims to simplify their clients' financial lives and help them build a legacy for their families. The company works with their clients' other advisors, such as CPAs and attorneys, to provide personalized estate planning advice. Thomas Patrick Brady has been the CEO since 2021. | Investment Managers | Founder | |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
University of Texas at Austin Graduate School | College/University | Undergraduate Degree | |
Morgan Stanley DW, Inc.
Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
The University of Texas At Austin College of Liberal Arts | College/University | Undergraduate Degree | |
IronBridge Private Wealth LLC
IronBridge Private Wealth LLC Investment ManagersFinance IronBridge Private Wealth LLC (IronBridge) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by James Denholm III in 2017. IronBridge provides discretionary and non-discretionary portfolio management, financial planning and general consulting services to individuals, corporations, trusts, estates and charitable organizations. | Investment Managers | Chief Executive Officer | |
University of North Dakota | College/University | Undergraduate Degree | |
Dickinson State University | College/University | Undergraduate Degree | |
Mattern Wealth Management LLC
Mattern Wealth Management LLC Investment ManagersFinance Mattern Wealth Management LLC (MWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lawrence, Kansas. The firm was founded by David “Dave” Mattern in 2019. MWM offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. | Investment Managers | Chief Executive Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Chief Executive Officer | |
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Traverso Chambers Private Wealth Management LLC
Traverso Chambers Private Wealth Management LLC Investment ManagersFinance Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
PlanMember Financial Corp.
PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA. | Financial Conglomerates | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
Financial Services Institute, Inc. | Director/Board Member | ||
United Way of Greater St. Louis
United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
St. Louis University | College/University | Graduate Degree | |
USC Marshall School of Business | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 32 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 19 |
Consumer Services | 10 |
Miscellaneous | 2 |
Technology Services | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 20 |
Undergraduate Degree | 9 |
Chief Executive Officer | 8 |
Director/Board Member | 4 |
Analyst-Equity | 4 |
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