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Dave Allaire
Director Ejecutivo en The Retirement Planning Co. of New England, Inc. .
Cargos activos de Dave Allaire
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
The Retirement Planning Co. of New England, Inc.
![]() The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Director Ejecutivo | 01/01/1996 | - |
Fundador | 01/01/1996 | - | |
Gestor de Cartera-Acciones | 01/01/1996 | - | |
Presidente | 01/01/1996 | - | |
Mystic Asset Management, Inc.
![]() Mystic Asset Management, Inc. Investment ManagersFinance Mystic Asset Management, Inc. (MAM) is an independent, SEC-registered investment advisor headquartered in Warwick, Rhode Island. The firm was founded by Henry “Robin” Honiss in 1992 and in 2002; he sold his business to RPC Advisors (a division of The Retirement Planning Company of New England). MAM offers highly personalized investment advisory services to banks, high net worth individuals, trusts, pension and profit-sharing plans, and non-profit organizations. | Director Financiero/CFO | 01/01/2003 | - |
Gestor de Cartera-Acciones | 01/01/2003 | - |
Historial de carrera de Dave Allaire
Antiguos cargos conocidos de Dave Allaire.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Securities Service Network LLC
![]() Securities Service Network LLC Investment Banks/BrokersFinance Securities Service Network LLC offers financial product and services. The firm provides a wide range of support to independent financial advisors and advisory firms. The company was founded by Steven L. Coffey in 1983 and is headquartered in Knoxville, TN. | Corporate Officer/Principal | - | - |
Securities America, Inc.
![]() Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Corporate Officer/Principal | - | - |
Cambridge Investment Research, Inc.
![]() Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Corporate Officer/Principal | - | - |
Formación de Dave Allaire.
University of Rhode Island | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Sectorial
Finance | 6 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 5 |
---|---|
The Retirement Planning Co. of New England, Inc.
![]() The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Finance |
Cambridge Investment Research, Inc.
![]() Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Finance |
Securities Service Network LLC
![]() Securities Service Network LLC Investment Banks/BrokersFinance Securities Service Network LLC offers financial product and services. The firm provides a wide range of support to independent financial advisors and advisory firms. The company was founded by Steven L. Coffey in 1983 and is headquartered in Knoxville, TN. | Finance |
Securities America, Inc.
![]() Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Finance |
Mystic Asset Management, Inc.
![]() Mystic Asset Management, Inc. Investment ManagersFinance Mystic Asset Management, Inc. (MAM) is an independent, SEC-registered investment advisor headquartered in Warwick, Rhode Island. The firm was founded by Henry “Robin” Honiss in 1992 and in 2002; he sold his business to RPC Advisors (a division of The Retirement Planning Company of New England). MAM offers highly personalized investment advisory services to banks, high net worth individuals, trusts, pension and profit-sharing plans, and non-profit organizations. | Finance |
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