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Mike Lomas
Gründer bei Independent Solutions Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Mike Lomas
Einheit | Art der Einheit | Industrie | |
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Independent Solutions Wealth Management LLC
![]() Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions Wealth Management LLC (Independent Solutions) is an independent, SEC-registered investment advisor headquartered in Williamsville, New York. The firm was founded by Glenn Wiggle and Mike Lomas in 2008. Independent Solutions provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans and trust programs.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mike Lomas
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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NEXT Financial Group, Inc.
![]() NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree | |
Peak Reps LLC
![]() Peak Reps LLC Financial ConglomeratesFinance Peak Reps LLC provides financial services. The company was founded by Glenn C. Wiggle and Daniel David Neiman and is headquartered in Palm Beach Gardens, FL. | Financial Conglomerates | Founder | |
Simon Fraser University | College/University | Masters Business Admin | |
Trinity Western University | College/University | Undergraduate Degree | |
Foster Victor Wealth Advisors LLC
![]() Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 8 |
Kanada | 2 |
Sektoral
Finance | 6 |
Consumer Services | 4 |
Operativ
Corporate Officer/Principal | 3 |
Founder | 2 |
Undergraduate Degree | 2 |
Portfolio Manager-Equities | 2 |
Compliance Officer | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Glenn C. Wiggle | 6 |
Peter Nielsen | 4 |
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