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Rob Comfort
Presidente en CUNA Brokerage Services, Inc. .
Cargos activos de Rob Comfort
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Members Trust Co.
![]() Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Director/Miembro de la Junta | - | - |
CUNA Brokerage Services, Inc.
![]() CUNA Brokerage Services, Inc. Investment Banks/BrokersFinance CUNA Brokerage Services, Inc. provides investment, insurance, and retirement planning services. It offers credit union protection, investments, executive benefits and funding solutions, lending, retirement solutions, and TruStage Insurance program. The company was founded in 1982 and is headquartered in Waverly, IA. | Presidente | - | - |
Historial de carrera de Rob Comfort
Antiguos cargos conocidos de Rob Comfort.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Huntington National Bank (Investment Management)
![]() Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Corporate Officer/Principal | 01/01/1995 | - |
Bank Insurance & Securities Association
![]() Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Presidente | - | 31/12/2006 |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/05/2012 | - |
Formación de Rob Comfort.
Miami University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Corporate Officer/Principal | 2 |
President | 2 |
Undergraduate Degree | 1 |
Sectorial
Finance | 5 |
Consumer Services | 2 |
Commercial Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 5 |
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CUNA Brokerage Services, Inc.
![]() CUNA Brokerage Services, Inc. Investment Banks/BrokersFinance CUNA Brokerage Services, Inc. provides investment, insurance, and retirement planning services. It offers credit union protection, investments, executive benefits and funding solutions, lending, retirement solutions, and TruStage Insurance program. The company was founded in 1982 and is headquartered in Waverly, IA. | Finance |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Huntington National Bank (Investment Management)
![]() Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Finance |
Members Trust Co.
![]() Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Finance |
Bank Insurance & Securities Association
![]() Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Commercial Services |
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