Network origin in Luellen H. Lockwood first degree
Entity | Entity type | Industry | |
---|---|---|---|
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Luellen H. Lockwood via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Investment Managers | Portfolio Manager-Equities | |
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Investment Managers | Portfolio Manager-Equities | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Investment Managers | Director of Research - Equity | |
Illinois State University | College/University | Graduate Degree | |
Middlebury College | College/University | Undergraduate Degree | |
St. Mary's College of California | College/University | Undergraduate Degree | |
Seattle University | College/University | Graduate Degree | |
Securities America Advisors, Inc.
Securities America Advisors, Inc. Investment ManagersFinance Securities America Advisors, Inc. (Securities America) is a SEC-registered investment advisor headquartered in La Vista, Nebraska. The firm was founded in 1994 and is wholly-owned by Securities America Financial Corp., a wholly-owned subsidiary of Osaic Holdings, Inc. Securities America provides investment advice to individual and institutional clients. Securities America will transition to Osaic Wealth, Inc. | Investment Managers | Corporate Officer/Principal | |
The University of Nebraska-Lincoln | College/University | Undergraduate Degree | |
BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC (dba SCS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by James "Jim” Beatty and Jeffrey Hensler. SCS provides investment advice to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 15 |
Sectoral
Finance | 8 |
Consumer Services | 7 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 6 |
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 4 |
Graduate Degree | 2 |
Analyst-Equity | 1 |
Most connected contacts
Insiders | |
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Scott Friel | 6 |
Keith D. Swanson | 5 |
Andy Weld | 5 |
Jake Chow | 2 |
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