Steven K. McGinnis
Oficial de Cumplimiento en SA Funds – Investment Trust .
Cargos activos de Steven K. McGinnis
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Loring Ward Securities, Inc.
 Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Consejero General | 12/08/2009 | - |
| SA Funds – Investment Trust | Oficial de Cumplimiento | - | - |
| Consejero General | 12/08/2009 | - |
Historial de carrera de Steven K. McGinnis
Antiguos cargos conocidos de Steven K. McGinnis.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
| PRUDENTIAL PLC | Consejero General | - | - |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Consejero General | 12/08/2009 | - |
National Planning Holdings LLC
 National Planning Holdings LLC Insurance Brokers/ServicesFinance National Planning Holdings LLC operates as a broker-dealer holding firm. Its solutions include practice management, WealthONE, and advisor dashboard. The company is headquartered in El Segundo, CA. | Consejero General | - | - |
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Consejero General | 12/08/2009 | - |
| Secretario Corporativo | 12/08/2009 | - |
Estadísticas
Internacional
| Estados Unidos | 6 |
| Reino Unido | 2 |
Operativa
| General Counsel | 6 |
| Corporate Secretary | 1 |
| Compliance Officer | 1 |
Sectorial
| Finance | 6 |
| Miscellaneous | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| PRUDENTIAL PLC | Finance |
| Empresas privadas | 5 |
|---|---|
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
Loring Ward Securities, Inc.
Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Finance |
| SA Funds – Investment Trust | Miscellaneous |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
National Planning Holdings LLC
National Planning Holdings LLC Insurance Brokers/ServicesFinance National Planning Holdings LLC operates as a broker-dealer holding firm. Its solutions include practice management, WealthONE, and advisor dashboard. The company is headquartered in El Segundo, CA. | Finance |
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