Vestia Advisors LLC
正式名称: VESTIA ADVISORS, LLC
他の情報
ヴェスティア・アドバイザーズLLCは、正式に認められたインディアナ州に拠点を置く有限責任会社であり、専任の15人の従業員チームによって、495人の多様な顧客層を支援しています。アドバイザーとして9人のスタッフがサービスを提供しています。同社のSECのステータスは承認され、2017年12月13日にSECに正式に登録されました。
Vestia Retirement Plan Advisors - Plan for the Present
Growing your business. Preparing for your own retirement. Managing your company’s retirement plan options. We understand you have a lot to think about every day. Let Vestia’s experienced professionals manage your company’s retirement plan.
Vestia Wealth Advisors
While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day, starting right now.
直接の所有者
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STACY LEIGH SIZEMORE
CHIEF COMPLIANCE OFFICER 所有する 5％未満
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THOMAS SCOTT MARTIN
CHIEF EXECUTIVE OFFICER 所有する 5％未満
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VESTIA HOLDINGS, LLC
HOLDING COMPANY 所有する 75％以上
間接所有者
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ABNORMAL CONSULTING, LLC
MINORITY MEMBER
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ANDREW WILLIAM PARKER
MANAGING MEMBER 所有する 75％以上
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CAMERON DONALD HEASLEY
MANAGING MEMBER 所有する 75％以上
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CDH FINANCIAL, LLC
MINORITY MEMBER
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LAUREN LAW OSCHMAN
MANAGING MEMBER 所有する 75％以上
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MD ADVISORY SERVICES, LLC
MINORITY MEMBER
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MICHAEL WILLIAM TRENT
MANAGING MEMBER 所有する 75％以上
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PARKER ADVISORY SERVICES, LLC
MINORITY MEMBER
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SAHWA ADVISORY SERVICES, LLC
MINORITY MEMBER
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SANG KILL LEE
MINORITY MEMBER
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THOMAS SCOTT MARTIN
MANAGING MEMBER 所有する 75％以上
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