![Heather Houser](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Heather Houser
Corporate Officer/Principal at Raymond James Financial Services, Inc.
Network origin in Heather Houser first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
36
| Subsidiary | Investment Banks/Brokers | 36 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Heather Houser via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
RAYMOND JAMES FINANCIAL, INC. | Investment Managers | Director of Finance/CFO Chief Operating Officer President Corporate Officer/Principal | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
GE Financial Assurance Holdings LLC
![]() GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Corporate Officer/Principal | |
Edward Jones Trust Co.
![]() Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Savings Banks | Corporate Officer/Principal | |
WoodTrust Asset Management, NA
![]() WoodTrust Asset Management, NA Investment ManagersFinance Founded in 2002, WoodTrust Asset Management, NA is a full service trust company and investment advisor located in Wisconsin Rapids, Wisconsin. The firm is a subsidiary of WoodTrust Financial Corp. | Investment Managers | Investment Committee Member | |
Guggenheim Securities LLC
![]() Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Director of Research - Equity | |
HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
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 Undergraduate Degree | |
Bayshore Capital Advisors LLC
![]() Bayshore Capital Advisors LLC Investment ManagersFinance Bayshore Capital Advisors LLC (Bayshore) is an independent, SEC-registered investment advisor and multi-family office headquartered in Tampa, Florida. The firm was founded by Tready Smith in 2000. Bayshore creates and maintains investment portfolios for families, pooled vehicles and other clients. | Investment Managers | Analyst-Equity | |
Boston University | College/University | Undergraduate Degree | |
San Francisco Funding, Inc.
![]() San Francisco Funding, Inc. Finance/Rental/LeasingFinance Part of MediaTechnics Corp., San Francisco Funding, Inc. provides mortgage funding and services. The company is based in San Diego, CA. San Francisco Funding was acquired by MediaTechnics Corp. on November 17, 2003. | Finance/Rental/Leasing | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
Truman State University | College/University | Undergraduate Degree | |
Rollins College (Florida) | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
Raymond James Ltd.
![]() Raymond James Ltd. Investment ManagersFinance Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada. | Investment Managers | Director of Finance/CFO Director/Board Member Director/Board Member | |
Raymond James Financial Services Advisors, Inc.
![]() Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Investment Managers | Chief Executive Officer President | |
Financial Industry Regulatory Authority, Inc.
![]() Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
University of Cincinnati (Ohio) | College/University | Masters Business Admin Undergraduate Degree | |
Raymond James Bank, NA
![]() Raymond James Bank, NA Major BanksFinance Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL. | Major Banks | Chairman Director/Board Member | |
Robert Charles & Lesser Co.
![]() Robert Charles & Lesser Co. Miscellaneous Commercial ServicesCommercial Services Robert Charles & Lesser Co. operates as a real estate developers. The firm offers real estate economics, investment strategy, asset management, and management consulting services. The company was founded By Bob Lesser in 1967 and is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Penta Mezzanine Fund (Private Equity)
![]() Penta Mezzanine Fund (Private Equity) Investment ManagersFinance Penta Mezzanine Fund (Penta Mezzanine) is a private equity firm founded in 2007 by Grant Hill, Seth D. Ellis and Rebecca Irish. The firm is headquartered in Orlando, Florida. | Investment Managers | Private Equity Investor | |
Bank of America, NA (Charlotte, North Carolina)
![]() Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | Corporate Officer/Principal | |
Professional Financial Management, Inc.
![]() Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Investment Managers | Director of Finance/CFO | |
Raymond James Insurance Group, Inc.
![]() Raymond James Insurance Group, Inc. Insurance Brokers/ServicesFinance Part of Raymond James Financial, Inc., Raymond James Insurance Group, Inc. is a company that provides insurance brokerage services. The company is based in St. Petersburg, FL. | Insurance Brokers/Services | President | |
United Way Suncoast, Inc.
![]() United Way Suncoast, Inc. Miscellaneous Commercial ServicesCommercial Services Part of United Way Worldwide, United Way Suncoast, Inc. is a non-profit organization committed to the development and sustainability of St. Petersburg's Campbell Park neighborhood. The company is based in Tampa, FL. The company offers various services such as job searches, resume building, computer access, financial assistance, and programs for middle and high school students. The company also provides resources on budgeting, investing, taxes, and more. United Way Suncoast's resource centers, including Campbell Park and North Greenwood, aim to promote financial stability through workforce development and economic support. | Miscellaneous Commercial Services | Director/Board Member | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
Financial Services Institute, Inc. | Director/Board Member | ||
1858 Capital Partners LLC
![]() 1858 Capital Partners LLC Investment Banks/BrokersFinance 1858 Capital Partners LLC is a boutique M&A advisory firm that specializes in mergers and acquisitions and principal investments. The private company is based in Winter Park, FL, and has subsidiaries in the United States. The company has a focus on the middle market and utilizes its network, internal resources, and the latest technology to attain successful transactions. Unlike traditional investment banks, 1858 was formed with a community banking model in mind. The 1858 team is very selective regarding engagements and looks to limit the number of engagements taken on at any one time so maximum client interfacing is achieved. The company was founded in 2022 by Jay Chaudhari, Michael Skat, Michael Ward, Michael A. Okaty. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Tokarz Group Advisers LLC
![]() The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Private Equity Investor | |
Riverpoint Wealth Management Holdings LLC
![]() Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Investment Managers | Corporate Officer/Principal | |
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Fifth Third Bank, NA (Investment Management)
![]() Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Missouri State University | College/University | Undergraduate Degree | |
Humanscale Corp.
![]() Humanscale Corp. Office Equipment/SuppliesProducer Manufacturing Humanscale Corp. specializes in office ergonomics. Its products include chairs, keyboard supports, monitor arms, task lighting, central processing unit holders, ergo tools, access rail, glare filters, foot machine, laptop holders, switch mouse, and copy holders. The company was founded by Robert King in 1982 and is headquartered in Greenwood Village, CO. | Office Equipment/Supplies | Corporate Officer/Principal | |
Beta Wealth Group, Inc.
![]() Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 40 |
Canada | 3 |
Sectoral
Finance | 25 |
Consumer Services | 13 |
Commercial Services | 4 |
Producer Manufacturing | 2 |
Operational
Corporate Officer/Principal | 68 |
Undergraduate Degree | 25 |
Director/Board Member | 18 |
Analyst-Equity | 13 |
Portfolio Manager-Equities | 13 |
Most connected contacts
- Stock Market
- Insiders
- Heather Houser
- Company connections