Dan Helmick
Portefeuillebeheerder-Aandelen bij Pacific Financial Group, Inc.
Actieve functies van Dan Helmick
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-07-2022 | - |
Analyst-Equity | 01-06-2022 | 01-07-2022 | |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Portefeuillebeheerder-Aandelen | - | - |
Loopbaan van Dan Helmick
Eerdere bekende functies van Dan Helmick
Bedrijven | Functie | Begin | Einde |
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Randolph Co., Inc.
Randolph Co., Inc. Investment ManagersFinance Randolph Co., Inc. (RCO) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1996, RCO offers portfolio management to high net worth individuals and families, trusts and foundations. | Portefeuillebeheerder-Aandelen | 01-04-2017 | 01-01-2020 |
Opleiding van Dan Helmick
Northern Kentucky University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Portfolio Manager-Equities | 3 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Randolph Co., Inc.
Randolph Co., Inc. Investment ManagersFinance Randolph Co., Inc. (RCO) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1996, RCO offers portfolio management to high net worth individuals and families, trusts and foundations. | Finance |
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. | Finance |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Finance |
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