Linsco/Private Ledger
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Customer service: 1 (800) 877-7210 Headquarters: Boston, MA CEO: Dan Arnold (Jan 2017–) Parent organization: LPL Financial Holdings Inc
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Linsco/Private Ledger Employees
Employee
Years
Job
Industry
Lisa Ekin Farrier, CFP® Lisa Ekin Farrier, CFP®'s Linsco/Private Ledger Experience October 2002 - October 2003
Job Associate Advisor at Open Window Financial Solutions
Industry Financial Services
Experience
Open Window Financial Solutions, Ltd. December 2013 - Present
TCI Wealth Advisors, Inc. December 2004 - November 2013
Plumas Bank October 2003 - December 2004
Linsco/Private Ledger October 2002 - October 2003
RINET Company, LLC October 2001 - June 2002
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Science (BS) in Businesss Administration, Finance, Cum Laude
Kaplan University
CFP Professional Education Program
Open Window Financial Solutions, Ltd. December 2013 - Present
TCI Wealth Advisors, Inc. December 2004 - November 2013
Plumas Bank October 2003 - December 2004
Linsco/Private Ledger October 2002 - October 2003
RINET Company, LLC October 2001 - June 2002
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Science (BS) in Businesss Administration, Finance, Cum Laude
Kaplan University
CFP Professional Education Program
Philip Cavan Philip Cavan's Linsco/Private Ledger Experience 2000 - 2003
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2006 - Present
AIG/VALIC 2003 - 2004
Linsco/Private Ledger 2000 - 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Sales Management, Financial Analysis, Strategic Planning, Process Improvement, New Business Development, Sales, Business Planning, Call Center, Business Strategy, Team Building, Team Leadership, Asset Managment, Customer Service, Forecasting, Direct Sales, Leadership, Management, Budgets, Finance, Strategy, Selling, Coaching, Investments, Call Centers, Financial Services, Risk Management, Relationship Management, Wealth Management, Life Insurance, Executive Management, Employee Benefits, Training
Education
University of Florida - Warrington College Of Business 2007 — 2009
MBA
University of Massachusetts, Amherst 1980 — 2006
BA, Business Studies
New York Life Insurance Company April 2006 - Present
AIG/VALIC 2003 - 2004
Linsco/Private Ledger 2000 - 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Sales Management, Financial Analysis, Strategic Planning, Process Improvement, New Business Development, Sales, Business Planning, Call Center, Business Strategy, Team Building, Team Leadership, Asset Managment, Customer Service, Forecasting, Direct Sales, Leadership, Management, Budgets, Finance, Strategy, Selling, Coaching, Investments, Call Centers, Financial Services, Risk Management, Relationship Management, Wealth Management, Life Insurance, Executive Management, Employee Benefits, Training
Education
University of Florida - Warrington College Of Business 2007 — 2009
MBA
University of Massachusetts, Amherst 1980 — 2006
BA, Business Studies
Justin Patteson, CFP® Justin Patteson, CFP®'s Linsco/Private Ledger Experience February 2005 - December 2005
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2006 - Present
Linsco/Private Ledger February 2005 - December 2005
Northwestern Mutual May 2004 - February 2005
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Management & Society
UBS Financial Services Inc. February 2006 - Present
Linsco/Private Ledger February 2005 - December 2005
Northwestern Mutual May 2004 - February 2005
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Management & Society
Ann Hidalgo's Linsco/Private Ledger Experience 2003 - 2006
Job Ph.D. Candidate at Claremont School of Theology
Industry
Experience
Claremont School of Theology 2014 - Present
Horizontes Decoloniales/Decolonial Horizons 2014 - Present
Freelance Musician/Composer 1996 - Present
Claremont School of Theology January 2014 - May 2014
Claremont School of Theology September 2011 - May 2013
University of San Diego School of Business Administration September 2008 - July 2011
Queen of Angels Catholic Church 2006 - 2008
Linsco/Private Ledger 2003 - 2006
Corpus Cristi University Parish 1998 - 2000
Education
Claremont School of Theology 2011 — 2015
Ph.D. Student, Religion, Ethics & Society
University of San Diego 2004 — 2007
Master of Arts (MA), Practical Theology
University of Michigan 1995 — 1996
Master of Arts (MA), Historical Musicology
Baldwin-Wallace College 1991 — 1995
B. Music, Music History and Literature
Claremont School of Theology 2014 - Present
Horizontes Decoloniales/Decolonial Horizons 2014 - Present
Freelance Musician/Composer 1996 - Present
Claremont School of Theology January 2014 - May 2014
Claremont School of Theology September 2011 - May 2013
University of San Diego School of Business Administration September 2008 - July 2011
Queen of Angels Catholic Church 2006 - 2008
Linsco/Private Ledger 2003 - 2006
Corpus Cristi University Parish 1998 - 2000
Education
Claremont School of Theology 2011 — 2015
Ph.D. Student, Religion, Ethics & Society
University of San Diego 2004 — 2007
Master of Arts (MA), Practical Theology
University of Michigan 1995 — 1996
Master of Arts (MA), Historical Musicology
Baldwin-Wallace College 1991 — 1995
B. Music, Music History and Literature
Daniel F. Haines, Jr. CFP® , AEP® Daniel F. Haines, Jr. CFP® , AEP®'s Linsco/Private Ledger Experience June 1995 - June 2000
Job Senior Wealth Advisor,Financial Planner,Investment Adviser Representative
Industry Financial Services
Experience
Yadkin Wealth March 2015 - Present
MetLife 2008 - April 2015
AdvisorsOne Wealth Management Group June 2000 - June 2008
LINSCO/Private Ledger June 1995 - June 2000
Prudental Securities and Prudential Preferred July 1982 - June 1995
Connecticut National Bank and Citytrust June 1971 - June 1982
Skills
Estate Planning, Investment Advisory, Wealth Management..., Retirement Planning, IRAs, Wealth Management, Financial Planning, Insurance
Education
Sacred Heart University 1967 — 1971
Bachelor's of Science, Psychology
Adelphi University 1984 — 1986
Certified Financial Planner Practitioner, Financial Planning and Services
Yadkin Wealth March 2015 - Present
MetLife 2008 - April 2015
AdvisorsOne Wealth Management Group June 2000 - June 2008
LINSCO/Private Ledger June 1995 - June 2000
Prudental Securities and Prudential Preferred July 1982 - June 1995
Connecticut National Bank and Citytrust June 1971 - June 1982
Skills
Estate Planning, Investment Advisory, Wealth Management..., Retirement Planning, IRAs, Wealth Management, Financial Planning, Insurance
Education
Sacred Heart University 1967 — 1971
Bachelor's of Science, Psychology
Adelphi University 1984 — 1986
Certified Financial Planner Practitioner, Financial Planning and Services
Gretchen Carter Gretchen Carter's Linsco/Private Ledger Experience June 1997 - February 2004
Job Chief Financial Officer at Sprott Global Resource Investments Ltd.
Industry Financial Services
Experience
Sprott Global Resource Investments Ltd. February 2004 - Present
Linsco/Private Ledger June 1997 - February 2004
Skills
Due Diligence, Capital Markets, Portfolio Management, Private Equity, Valuation, Investment Banking
Education
California State University-Hayward
Bachelor of Science (B.S.), Finance
Sprott Global Resource Investments Ltd. February 2004 - Present
Linsco/Private Ledger June 1997 - February 2004
Skills
Due Diligence, Capital Markets, Portfolio Management, Private Equity, Valuation, Investment Banking
Education
California State University-Hayward
Bachelor of Science (B.S.), Finance
Benjamin Alcid, CMFC, CFP®'s Linsco/Private Ledger Experience December 1996 - December 1998
Job Vice President at MetLife
Industry Financial Services
Experience
MetLife November 2012 - Present
MetLife Investors June 2007 - November 2012
MetLife Investors January 1999 - June 2007
United States Marine Corps June 1978 - January 2005
Linsco/Private Ledger December 1996 - December 1998
The Equitable & The Advisors Group June 1995 - December 1996
Skills
Leadership, Organizational Learning, Team Building, Program Management, Coaching, Global Management, Strategic Planning, Performance Management, Retirement Planning, Distribution Strategies, Strategic Financial..., Practice Management, Investments, Fixed Annuities, Financial Services, Series 24, Series 7, Series 6, Mutual Funds, Employee Benefits, Retirement, Insurance, Series 65, Series 63, Variable Annuities, Financial Planning
Education
Webster University
Master of Arts, Management; Human Resources Management and Organizational Development
Fashion Institute of Technology
Bachelor of Fine Arts, Advertising Design
MetLife November 2012 - Present
MetLife Investors June 2007 - November 2012
MetLife Investors January 1999 - June 2007
United States Marine Corps June 1978 - January 2005
Linsco/Private Ledger December 1996 - December 1998
The Equitable & The Advisors Group June 1995 - December 1996
Skills
Leadership, Organizational Learning, Team Building, Program Management, Coaching, Global Management, Strategic Planning, Performance Management, Retirement Planning, Distribution Strategies, Strategic Financial..., Practice Management, Investments, Fixed Annuities, Financial Services, Series 24, Series 7, Series 6, Mutual Funds, Employee Benefits, Retirement, Insurance, Series 65, Series 63, Variable Annuities, Financial Planning
Education
Webster University
Master of Arts, Management; Human Resources Management and Organizational Development
Fashion Institute of Technology
Bachelor of Fine Arts, Advertising Design
Jed Brody Jed Brody's Linsco/Private Ledger Experience January 1995 - January 2000
Job 2ndVP Life and Annuity Sales Desk at National Life Group Registered Principal of Equity Services, Inc.
Industry Financial Services
Experience
National Life Group December 2010 - Present
MHN Government Services January 2007 - January 2013
Hartford Life April 2010 - November 2010
Hartford Life July 2009 - March 2010
Hartford Life July 2006 - June 2009
Phoenix Investment Partners, LTD January 2004 - June 2006
Linsco/Private Ledger January 1995 - January 2000
Guardian Life Insurance January 1991 - January 1995
Skills
Sales Force.com..., Phone Sales Training, Group Presentation..., Supervise, Coach, and..., Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Series 63, Sales, Leadership, Long-term Care, Series 7, Series 6, Term Life Insurance
Education
Rensselaer Polytechnic Institute at Hartford 2000 — 2004
Master of Science, Management; International Management
The Hebrew University 1983 — 1988
Bachelor of Arts, East Asian and African Studies
Waseda University 1985 — 1985
Certificate Program, Japanese Language and Culture
National Life Group December 2010 - Present
MHN Government Services January 2007 - January 2013
Hartford Life April 2010 - November 2010
Hartford Life July 2009 - March 2010
Hartford Life July 2006 - June 2009
Phoenix Investment Partners, LTD January 2004 - June 2006
Linsco/Private Ledger January 1995 - January 2000
Guardian Life Insurance January 1991 - January 1995
Skills
Sales Force.com..., Phone Sales Training, Group Presentation..., Supervise, Coach, and..., Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Series 63, Sales, Leadership, Long-term Care, Series 7, Series 6, Term Life Insurance
Education
Rensselaer Polytechnic Institute at Hartford 2000 — 2004
Master of Science, Management; International Management
The Hebrew University 1983 — 1988
Bachelor of Arts, East Asian and African Studies
Waseda University 1985 — 1985
Certificate Program, Japanese Language and Culture
Phil Grafmiller, LUTCF Phil Grafmiller, LUTCF's Linsco/Private Ledger Experience October 2004 - January 2009
Job SWAN DFW Financial Solutions
Industry Financial Services
Experience
SWAN DFW Financial Solutions December 2014 - Present
PlanMember Securities October 2013 - December 2014
New England Securities Corp. April 2009 - April 2013
Linsco/Private Ledger October 2004 - January 2009
AXA Advisors October 2002 - October 2004
Skills
401k, Retirement Planning, Securities, Series 7, Insurance, FINRA, Financial Advisory, Uniform Combined State..., Investments, IRAs, Health Insurance, Tax-advantaged..., Employee Benefits, Finance, Financial Services, Series 66, Group Benefits
Education
Bowling Green State University 1976 — 1979
SWAN DFW Financial Solutions December 2014 - Present
PlanMember Securities October 2013 - December 2014
New England Securities Corp. April 2009 - April 2013
Linsco/Private Ledger October 2004 - January 2009
AXA Advisors October 2002 - October 2004
Skills
401k, Retirement Planning, Securities, Series 7, Insurance, FINRA, Financial Advisory, Uniform Combined State..., Investments, IRAs, Health Insurance, Tax-advantaged..., Employee Benefits, Finance, Financial Services, Series 66, Group Benefits
Education
Bowling Green State University 1976 — 1979
Sylvia Barraza's Linsco/Private Ledger Experience March 2002 - March 2005
Job Manager, Mass Account Sales, DC Entertainment at Warner Bros. Entertainment Group of Companies
Industry Consumer Goods
Experience
Warner Bros. Entertainment Group of Companies June 2015 - Present
Mattel June 2011 - March 2015
Freelance June 2010 - May 2011
Kellwood Company May 2007 - May 2010
Hot Kiss February 2005 - April 2007
Linsco/Private Ledger March 2002 - March 2005
Skills
Organization Skills, Fashion, Apparel, Merchandising, Sales Management, Sales, Product Development, Strategic Planning, Account Management, Public Relations, Trend Analysis, Trend, Visual Merchandising, Fashion Design, Retail, Private Label, Sewing, Sales Analysis, Wholesale, Brand Development, Marketing
Education
University of California, Los Angeles 2005 — 2007
B.A., Sociology
Fashion Institute of Design & Merchandising 2003 — 2005
A. A., Merchandise Product Development
Warner Bros. Entertainment Group of Companies June 2015 - Present
Mattel June 2011 - March 2015
Freelance June 2010 - May 2011
Kellwood Company May 2007 - May 2010
Hot Kiss February 2005 - April 2007
Linsco/Private Ledger March 2002 - March 2005
Skills
Organization Skills, Fashion, Apparel, Merchandising, Sales Management, Sales, Product Development, Strategic Planning, Account Management, Public Relations, Trend Analysis, Trend, Visual Merchandising, Fashion Design, Retail, Private Label, Sewing, Sales Analysis, Wholesale, Brand Development, Marketing
Education
University of California, Los Angeles 2005 — 2007
B.A., Sociology
Fashion Institute of Design & Merchandising 2003 — 2005
A. A., Merchandise Product Development
Myan Hansen Myan Hansen's Linsco/Private Ledger Experience June 1994 - June 1996
Job Sr. Manager Compliance, Communications with the Public at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. July 2012 - Present
Russell Investments February 2011 - July 2012
Charles Schwab & Co., Inc. May 2007 - February 2011
Charles Schwab & Co., Inc. March 1999 - April 2007
Montgomery Asset Management, LLC August 1996 - January 1999
Linsco/Private Ledger June 1994 - June 1996
Skills
Series 7, Series 24, Mutual Funds, Alternative Investments, Investment Advisory, ETFs, Asset Managment, Equities, Hedge Funds, FINRA, Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
University of California, Irvine
Bachelor's Degree, Economics
Charles Schwab & Co., Inc. July 2012 - Present
Russell Investments February 2011 - July 2012
Charles Schwab & Co., Inc. May 2007 - February 2011
Charles Schwab & Co., Inc. March 1999 - April 2007
Montgomery Asset Management, LLC August 1996 - January 1999
Linsco/Private Ledger June 1994 - June 1996
Skills
Series 7, Series 24, Mutual Funds, Alternative Investments, Investment Advisory, ETFs, Asset Managment, Equities, Hedge Funds, FINRA, Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
University of California, Irvine
Bachelor's Degree, Economics
William Ramsdell William Ramsdell's Linsco/Private Ledger Experience February 1993 - December 1999
Job Principal, Ramsdell Capital Management
Industry Financial Services
Experience
Ramsdell Capital Management December 1999 - Present
Ramsdell Brokerage Group June 1986 - Present
Linsco/Private Ledger February 1993 - December 1999
Transamerica Financial Resources June 1990 - February 1993
Equico Securities June 1986 - June 1990
Skills
Investments, Start-ups, Business Strategy, Financial Analysis, Due Diligence, Asset Managment, Financial Modeling, Marketing Strategy, Portfolio Management, Risk Management, Valuation, Real Estate, Business Development, Asset Allocation, Hedge Funds, Trading, Mutual Funds, Mergers, Venture Capital
Education
University of Montana 1978 — 1982
Bachelor of Science, Forest Economics, Hydrology
Tatnall 1970 — 1978
Ramsdell Capital Management December 1999 - Present
Ramsdell Brokerage Group June 1986 - Present
Linsco/Private Ledger February 1993 - December 1999
Transamerica Financial Resources June 1990 - February 1993
Equico Securities June 1986 - June 1990
Skills
Investments, Start-ups, Business Strategy, Financial Analysis, Due Diligence, Asset Managment, Financial Modeling, Marketing Strategy, Portfolio Management, Risk Management, Valuation, Real Estate, Business Development, Asset Allocation, Hedge Funds, Trading, Mutual Funds, Mergers, Venture Capital
Education
University of Montana 1978 — 1982
Bachelor of Science, Forest Economics, Hydrology
Tatnall 1970 — 1978
Damian J Lyons Damian J Lyons's Linsco/Private Ledger Experience April 2007 - June 2009
Job Investment Professional
Industry Financial Services
Experience
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
Karen Cagnina's Linsco/Private Ledger Experience January 2003 - June 2007
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Linsco/Private Ledger January 2003 - June 2007
Skills
Management, CRM, New Business Development, Training, Retirement Planning, Financial Services, Strategic Planning, Recruiting, Securities, Marketing, Customer Service, Portfolio Management, Finance, Mutual Funds, Risk Management, Financial Planning, Insurance, Series 7, Wealth Management
Education
University of Massachusetts Lowell 1983 — 1986
Massachusetts Bay Community College 1981 — 1983
Associates, Business
Merrill Lynch July 2007 - Present
Linsco/Private Ledger January 2003 - June 2007
Skills
Management, CRM, New Business Development, Training, Retirement Planning, Financial Services, Strategic Planning, Recruiting, Securities, Marketing, Customer Service, Portfolio Management, Finance, Mutual Funds, Risk Management, Financial Planning, Insurance, Series 7, Wealth Management
Education
University of Massachusetts Lowell 1983 — 1986
Massachusetts Bay Community College 1981 — 1983
Associates, Business
Jamie Bannister, CFA Jamie Bannister, CFA's Linsco/Private Ledger Experience May 1998 - March 2000
Job Investment Analyst at RiverNorth Capital Management, LLC
Industry Financial Services
Experience
RiverNorth Capital Management, LLC July 2013 - Present
Fidelity Investments January 2005 - July 2013
Central Funding Unit, Fidelity Capital Markets 2003 - 2005
Fidelity Brokerage Company January 2001 - January 2003
Fidelity Brokerage Company January 2000 - January 2001
Linsco/Private Ledger May 1998 - March 2000
Skills
Equities, Fixed Income, Securities, Trading, Options, Mutual Funds, Bonds, Financial Services, Equity Trading, Financial Risk, Prime Brokerage, Business Development, Settlement, Structured Finance
Education
Boston College 2001 — 2005
MBA, Management
Colgate University 1994 — 1998
BA, Economics, Spanish
RiverNorth Capital Management, LLC July 2013 - Present
Fidelity Investments January 2005 - July 2013
Central Funding Unit, Fidelity Capital Markets 2003 - 2005
Fidelity Brokerage Company January 2001 - January 2003
Fidelity Brokerage Company January 2000 - January 2001
Linsco/Private Ledger May 1998 - March 2000
Skills
Equities, Fixed Income, Securities, Trading, Options, Mutual Funds, Bonds, Financial Services, Equity Trading, Financial Risk, Prime Brokerage, Business Development, Settlement, Structured Finance
Education
Boston College 2001 — 2005
MBA, Management
Colgate University 1994 — 1998
BA, Economics, Spanish
Donna Nauss Donna Nauss's Linsco/Private Ledger Experience 1991 - 2000
Job Custom Compliance Consulting for Investment Advisors and Broker/Dealers
Industry Financial Services
Experience
D Nauss and Associates, LLC October 2009 - Present
LPL Financial 2004 - 2009
Linsco/Private Ledger (predecessor to LPL Financial) 2000 - 2004
Linsco/Private Ledger 1991 - 2000
Skills
FINRA, Investment Advisers Act, Series 24, Series 7, Investment Advisory, Securities, Financial Advisory, Investments, Series 63, ETFs, Uniform Combined State..., Fixed Income, Wealth Management, Mutual Funds, Retirement Planning, Fixed Annuities, Financial Planners, Finance, Series 65, Financial Services, Investment Strategies, Alternative Investments, Leadership, SEC, Risk Management, Management, IRAs, Variable Annuities, Asset Management, Executive Management, 401k, Investment Advisory..., Strategic Financial..., Certified Financial..., Asset Allocation, Retirement Plan..., High Net Worth..., Retirement, Wealth, Strategy, Estate Planning, Portfolio Management, Qualified Retirement..., Series 6, Separately Managed..., Investment Management, Insurance, 401k Rollovers, Bonds, Wealth Management...
Education
San Diego State University
BS, Major - Finance; Minor - Psychology
University of San Diego
MBA
D Nauss and Associates, LLC October 2009 - Present
LPL Financial 2004 - 2009
Linsco/Private Ledger (predecessor to LPL Financial) 2000 - 2004
Linsco/Private Ledger 1991 - 2000
Skills
FINRA, Investment Advisers Act, Series 24, Series 7, Investment Advisory, Securities, Financial Advisory, Investments, Series 63, ETFs, Uniform Combined State..., Fixed Income, Wealth Management, Mutual Funds, Retirement Planning, Fixed Annuities, Financial Planners, Finance, Series 65, Financial Services, Investment Strategies, Alternative Investments, Leadership, SEC, Risk Management, Management, IRAs, Variable Annuities, Asset Management, Executive Management, 401k, Investment Advisory..., Strategic Financial..., Certified Financial..., Asset Allocation, Retirement Plan..., High Net Worth..., Retirement, Wealth, Strategy, Estate Planning, Portfolio Management, Qualified Retirement..., Series 6, Separately Managed..., Investment Management, Insurance, 401k Rollovers, Bonds, Wealth Management...
Education
San Diego State University
BS, Major - Finance; Minor - Psychology
University of San Diego
MBA
Pamela Bradshaw-Stone Pamela Bradshaw-Stone's Linsco/Private Ledger Experience October 1994 - August 1995
Job Experienced Business Professional and High Level Volunteer
Industry Nonprofit Organization Management
Experience
American Diabetes Association January 2008 - December 2009
Charles Schwab & Co., Inc. February 2007 - January 2008
Charles Schwab September 2005 - February 2007
Schwab Institutional December 2002 - September 2005
Charles Schwab December 1999 - December 2002
Schwab Institutional August 1997 - December 1999
SunAmerica August 1995 - January 1997
Linsco/Private Ledger October 1994 - August 1995
Coons, Maddox & Koeller, Attorneys at Law February 1992 - October 1994
Indiana Securities Division July 1989 - February 1992
Education
Hanover College 1979 — 1983
American Diabetes Association January 2008 - December 2009
Charles Schwab & Co., Inc. February 2007 - January 2008
Charles Schwab September 2005 - February 2007
Schwab Institutional December 2002 - September 2005
Charles Schwab December 1999 - December 2002
Schwab Institutional August 1997 - December 1999
SunAmerica August 1995 - January 1997
Linsco/Private Ledger October 1994 - August 1995
Coons, Maddox & Koeller, Attorneys at Law February 1992 - October 1994
Indiana Securities Division July 1989 - February 1992
Education
Hanover College 1979 — 1983
Gail Harris Gail Harris's Linsco/Private Ledger Experience August 2001 - December 2004
Job Executive Assistant / Event Planner at Harvard Law School Library
Industry Nonprofit Organization Management
Experience
Harvard Law School July 2012 - Present
Three Rivers Legal Services, Inc August 2009 - May 2012
Cherokee Fund January 2005 - October 2008
Linsco/Private Ledger August 2001 - December 2004
SunAmerica Securities September 1998 - July 2001
SIFE Trust Fund September 1992 - August 1998
Skills
PowerPoint, Event Management, Newsletters, Microsoft Office, Editing, Writing, Office Management, Administrative Support, Internet Research, Spreadsheets, Typing, Outlook, Calendars, Conferences, Event Planning, Data Entry, Scheduling, Time Management, Expenses, Word, Coordination, Excel, Customer Service, Facebook, Fundraising, Non-profits, Access, Research, Office Administration, Proofreading, Customer Relations, Social Media, Problem Solving, Supervisory Skills, Teamwork, Proposal Writing, Administrative..., Social Networking, Volunteer Management, Public Speaking, Interviews
Education
University of Phoenix 2005 — 2008
AA
Harvard Law School July 2012 - Present
Three Rivers Legal Services, Inc August 2009 - May 2012
Cherokee Fund January 2005 - October 2008
Linsco/Private Ledger August 2001 - December 2004
SunAmerica Securities September 1998 - July 2001
SIFE Trust Fund September 1992 - August 1998
Skills
PowerPoint, Event Management, Newsletters, Microsoft Office, Editing, Writing, Office Management, Administrative Support, Internet Research, Spreadsheets, Typing, Outlook, Calendars, Conferences, Event Planning, Data Entry, Scheduling, Time Management, Expenses, Word, Coordination, Excel, Customer Service, Facebook, Fundraising, Non-profits, Access, Research, Office Administration, Proofreading, Customer Relations, Social Media, Problem Solving, Supervisory Skills, Teamwork, Proposal Writing, Administrative..., Social Networking, Volunteer Management, Public Speaking, Interviews
Education
University of Phoenix 2005 — 2008
AA
Crystal Davis-Taylor's Linsco/Private Ledger Experience March 2000 - August 2001
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America November 2012 - Present
Self-Employed January 2011 - Present
Farm Bureau Financial Services July 2006 - December 2010
MetLife Financial Services May 2005 - September 2006
Commercial Federal Bank July 2004 - April 2005
Dividends March 2000 - August 2001
Linsco/Private Ledger March 2000 - August 2001
Skills
Project Management, Fixed Annuities, Employee Benefits, Retirement, Insurance, Securities, Training, Financial Services, Disability Insurance, Finance, Management, Long-term Care, Banking, Sales
Education
The University of Kansas 2002 — 2004
BGS, Psychology, Criminology
Tiffin University 2007 — 2011
MSCJ, Criminal Behavior
Modern Woodmen of America November 2012 - Present
Self-Employed January 2011 - Present
Farm Bureau Financial Services July 2006 - December 2010
MetLife Financial Services May 2005 - September 2006
Commercial Federal Bank July 2004 - April 2005
Dividends March 2000 - August 2001
Linsco/Private Ledger March 2000 - August 2001
Skills
Project Management, Fixed Annuities, Employee Benefits, Retirement, Insurance, Securities, Training, Financial Services, Disability Insurance, Finance, Management, Long-term Care, Banking, Sales
Education
The University of Kansas 2002 — 2004
BGS, Psychology, Criminology
Tiffin University 2007 — 2011
MSCJ, Criminal Behavior
Stacy Hoag Stacy Hoag's Linsco/Private Ledger Experience March 2005 - 2007
Job DirectorInstitutional Wealth Services Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
State Street September 2007 - December 2010
Linsco/Private Ledger March 2005 - 2007
Linsco/Private Ledger February 2002 - March 2005
Fleet/Quick and Reilly December 2000 - August 2001
Fleet/Quick and Reilly May 2000 - December 2000
Fleet Bank October 1998 - October 1999
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Providence College 1993 — 1997
BA, Political Science
Fidelity Investments April 2011 - Present
State Street September 2007 - December 2010
Linsco/Private Ledger March 2005 - 2007
Linsco/Private Ledger February 2002 - March 2005
Fleet/Quick and Reilly December 2000 - August 2001
Fleet/Quick and Reilly May 2000 - December 2000
Fleet Bank October 1998 - October 1999
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Providence College 1993 — 1997
BA, Political Science
Judi Sinopoli's Linsco/Private Ledger Experience January 1994 - January 1997
Job Financial Consultant specializing in financial reporting
Industry Biotechnology
Experience
Judi Sinopoli, CPA May 2011 - Present
Vaco August 2010 - July 2011
Overland Storage, Inc. July 2007 - July 2010
Overland Storage May 2005 - June 2007
Favrille October 2003 - April 2005
Judi Sinopoli, CPA November 2002 - September 2003
Ernst & Young November 1997 - October 2002
Linsco/Private Ledger January 1994 - January 1997
Skills
Financial Reporting, US GAAP, Internal Controls
Education
San Diego State University-California State University 1985 — 1988
BS, Finance
California State Board of Accountancy
Judi Sinopoli, CPA May 2011 - Present
Vaco August 2010 - July 2011
Overland Storage, Inc. July 2007 - July 2010
Overland Storage May 2005 - June 2007
Favrille October 2003 - April 2005
Judi Sinopoli, CPA November 2002 - September 2003
Ernst & Young November 1997 - October 2002
Linsco/Private Ledger January 1994 - January 1997
Skills
Financial Reporting, US GAAP, Internal Controls
Education
San Diego State University-California State University 1985 — 1988
BS, Finance
California State Board of Accountancy
Lisa D Davis's Linsco/Private Ledger Experience November 2000 - March 2006
Job Professional Recruiter at Volt Workforce Solutions and Staffing and Recruiting Consultant
Industry Staffing and Recruiting
Experience
Volt Workforce Solutions May 2007 - Present
AppleOne Employment Services March 2006 - December 2006
Linsco/Private Ledger November 2000 - March 2006
The Eastridge Group April 1997 - November 2000
Education
California State University San Marcos 1995 — 1997
Bachelor of Arts, Liberal Studies
Volt Workforce Solutions May 2007 - Present
AppleOne Employment Services March 2006 - December 2006
Linsco/Private Ledger November 2000 - March 2006
The Eastridge Group April 1997 - November 2000
Education
California State University San Marcos 1995 — 1997
Bachelor of Arts, Liberal Studies
Darren March, CFP ®'s Linsco/Private Ledger Experience October 2006 - August 2009
Job Certified Financial Planner™ at Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC August 2009 - Present
Linsco/Private Ledger October 2006 - August 2009
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Insurance, ETFs, Separately Managed..., Retirement, Financial Advisory, 401k Rollovers, Strategic Financial..., Series 7, IRAs, Securities, Alternative Investments, 401k
Education
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Finance
Raymond James Financial Services Inc., Member FINRA/SIPC August 2009 - Present
Linsco/Private Ledger October 2006 - August 2009
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Insurance, ETFs, Separately Managed..., Retirement, Financial Advisory, 401k Rollovers, Strategic Financial..., Series 7, IRAs, Securities, Alternative Investments, 401k
Education
Penn State University 1997 — 2001
Bachelor of Science (B.S.), Finance
Nathan Ksiazek's Linsco/Private Ledger Experience July 2004 - Present
Job Sales Associate at Linsco/Private Ledger
Industry Financial Services
Experience
Linsco/Private Ledger July 2004 - Present
Education
Penn State University 1999 — 2004
Linsco/Private Ledger July 2004 - Present
Education
Penn State University 1999 — 2004
Karen Waltemath's Linsco/Private Ledger Experience April 2004 - Present
Job Financial Advisor at Linsco/Private Ledger
Industry Financial Services
Experience
Linsco/Private Ledger April 2004 - Present
MetLife August 2002 - April 2004
Merrill Lynch March 1999 - April 2002
Morgan Stanley May 1990 - March 1999
Education
Saint Louis University
Linsco/Private Ledger April 2004 - Present
MetLife August 2002 - April 2004
Merrill Lynch March 1999 - April 2002
Morgan Stanley May 1990 - March 1999
Education
Saint Louis University
Bret S. Eberhardt's Linsco/Private Ledger Experience April 2004 - March 2007
Job Wealth Manager / Financial Consultant, A&I Financial Services, LLC
Industry Financial Services
Experience
A&I Financial Services, LLC April 2013 - Present
AXA Advisors April 2007 - March 2013
Linsco/Private Ledger April 2004 - March 2007
Mountain Region Sales Execs, Inc January 2002 - March 2004
Prophecy Americas, Inc. August 1999 - November 2001
Oracle Corp. January 1997 - July 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, 401k, Financial Risk..., Securities, Variable Annuities, Fixed Annuities, Financial Analysis, Insurance
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1987
MBA, Marketing, Finance
Washington University in St. Louis 1980 — 1984
BA, Biology
A&I Financial Services, LLC April 2013 - Present
AXA Advisors April 2007 - March 2013
Linsco/Private Ledger April 2004 - March 2007
Mountain Region Sales Execs, Inc January 2002 - March 2004
Prophecy Americas, Inc. August 1999 - November 2001
Oracle Corp. January 1997 - July 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, 401k, Financial Risk..., Securities, Variable Annuities, Fixed Annuities, Financial Analysis, Insurance
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1987
MBA, Marketing, Finance
Washington University in St. Louis 1980 — 1984
BA, Biology
Barbara. Peck's Linsco/Private Ledger Experience 2005 - Present
Job VP Trust consultant at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services 2005 - Present
Linsco/Private Ledger 2005 - Present
LPL Financial 2005 - Present
LPL 2005 - Present
Banknorth group 1993 - 2000
Skills
Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 7
Education
University of Connecticut 1968 — 1972
BSN, Nursing
LPL Financial Services 2005 - Present
Linsco/Private Ledger 2005 - Present
LPL Financial 2005 - Present
LPL 2005 - Present
Banknorth group 1993 - 2000
Skills
Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 7
Education
University of Connecticut 1968 — 1972
BSN, Nursing
Phil Gussman's Linsco/Private Ledger Experience January 1995 - January 1998
Job Director of Development at Nevins Inc
Industry Nonprofit Organization Management
Experience
Nevins Inc December 2013 - Present
GUSSMAN CONSULTING January 1992 - Present
Edge Health LLC. March 2009 - June 2013
EDGE HEALTH January 2009 - 2012
DAVIDSON CAPITAL CORP May 2007 - March 2009
SMITH BARNEY January 2005 - January 2006
AMERICAN AIR CARRIERS SUPPORT, INC January 1999 - January 2001
BUTTONWOOD ADVISORY GROUP January 1998 - January 1999
LINSCO/PRIVATE LEDGER January 1995 - January 1998
SMITH BARNEY/SHEARSON LEHMAN BROTHERS January 1991 - January 1995
Skills
Marketing, Social Media, CRM, Event Management, Social Networking, Event Planning, Public Relations, Entertainment, Social Media Marketing, Management, Online Advertising, Marketing Communications, Start-ups, Sales, Sponsorship, Integrated Marketing, Media Relations, Fundraising
Education
University of North Carolina at Charlotte 1988 — 1992
BS, Business Administration, Finance
Nevins Inc December 2013 - Present
GUSSMAN CONSULTING January 1992 - Present
Edge Health LLC. March 2009 - June 2013
EDGE HEALTH January 2009 - 2012
DAVIDSON CAPITAL CORP May 2007 - March 2009
SMITH BARNEY January 2005 - January 2006
AMERICAN AIR CARRIERS SUPPORT, INC January 1999 - January 2001
BUTTONWOOD ADVISORY GROUP January 1998 - January 1999
LINSCO/PRIVATE LEDGER January 1995 - January 1998
SMITH BARNEY/SHEARSON LEHMAN BROTHERS January 1991 - January 1995
Skills
Marketing, Social Media, CRM, Event Management, Social Networking, Event Planning, Public Relations, Entertainment, Social Media Marketing, Management, Online Advertising, Marketing Communications, Start-ups, Sales, Sponsorship, Integrated Marketing, Media Relations, Fundraising
Education
University of North Carolina at Charlotte 1988 — 1992
BS, Business Administration, Finance
Dan Trainor's Linsco/Private Ledger Experience March 2004 - August 2004
Job Relationship Manager, Designated Brokerage Services at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
Paula McClelland's Linsco/Private Ledger Experience January 2006 - December 2006
Job Executive Support
Industry Health, Wellness and Fitness
Experience
Miramont Lifestyle Fitness January 2007 - Present
Linsco/Private Ledger January 2006 - December 2006
Judy's Hallmark February 2005 - August 2005
Data Products and Services, Inc. September 1988 - April 2004
Skills
Wellness, Fitness Training, Fitness, Nutrition, Customer Service, Personal Training, Wellness Coaching, Accounts Payable, Management, Team Building, Event Planning, Social Media, Microsoft Excel
Education
Colorado State University 1976 — 1980
BS, Range and Forest Management
Bishop Raymond A. Kearney HS 1972 — 1976
Miramont Lifestyle Fitness January 2007 - Present
Linsco/Private Ledger January 2006 - December 2006
Judy's Hallmark February 2005 - August 2005
Data Products and Services, Inc. September 1988 - April 2004
Skills
Wellness, Fitness Training, Fitness, Nutrition, Customer Service, Personal Training, Wellness Coaching, Accounts Payable, Management, Team Building, Event Planning, Social Media, Microsoft Excel
Education
Colorado State University 1976 — 1980
BS, Range and Forest Management
Bishop Raymond A. Kearney HS 1972 — 1976
Kelly Reisenauer's Linsco/Private Ledger Experience 1999 - 2002
Job Registered Financial Services Professional
Industry Financial Services
Experience
Smith Barney 2007 - 2009
TRUST ADMINISTRATION SERVICES 2005 - 2006
TD Waterhouse 2003 - 2005
Buffini and Company 2002 - 2003
Linsco/Private Ledger 1999 - 2002
Smith Barney 1996 - 1999
Skills
Series 7, Operations Management, Financial Services, Auditing, Training, Mutual Funds, Employee Benefits
Education
North Dakota State University 1983 — 1985
Bachelor of Science, Hotel/Motel Restaurant Management
Smith Barney 2007 - 2009
TRUST ADMINISTRATION SERVICES 2005 - 2006
TD Waterhouse 2003 - 2005
Buffini and Company 2002 - 2003
Linsco/Private Ledger 1999 - 2002
Smith Barney 1996 - 1999
Skills
Series 7, Operations Management, Financial Services, Auditing, Training, Mutual Funds, Employee Benefits
Education
North Dakota State University 1983 — 1985
Bachelor of Science, Hotel/Motel Restaurant Management
Wanda Burnett's Linsco/Private Ledger Experience June 2006 - August 2008
Job Student at Aurora University
Industry Human Resources
Experience
Linsco/Private Ledger June 2006 - August 2008
Education
Aurora University 2008 — 2010
B.A., Business and Commerce
Linsco/Private Ledger June 2006 - August 2008
Education
Aurora University 2008 — 2010
B.A., Business and Commerce
Michele Comarsh-Hein's Linsco/Private Ledger Experience 1991 - Present
Job VP Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial November 1991 - Present
Linsco/Private Ledger 1991 - Present
First Affiliated Securties August 1989 - November 1991
Skills
Securities, FINRA, Series 24, Series 7, Series 65, Series 3, Technology Compliance, Project Management, System Testing, Compliance Testing, Investment Advisory, SEC, Series 63, AML, Financial Services, Alternative Investments, ETFs, Mutual Funds, Broker-Dealer, Uniform Combined State..., 401k, Securities Regulation, Wealth Management, Wealth Management..., Retirement Planning, Variable Annuities, Asset Management
Education
UCSB 1985 — 1989
Bachelor of Arts (BA), Business Economics
LPL Financial November 1991 - Present
Linsco/Private Ledger 1991 - Present
First Affiliated Securties August 1989 - November 1991
Skills
Securities, FINRA, Series 24, Series 7, Series 65, Series 3, Technology Compliance, Project Management, System Testing, Compliance Testing, Investment Advisory, SEC, Series 63, AML, Financial Services, Alternative Investments, ETFs, Mutual Funds, Broker-Dealer, Uniform Combined State..., 401k, Securities Regulation, Wealth Management, Wealth Management..., Retirement Planning, Variable Annuities, Asset Management
Education
UCSB 1985 — 1989
Bachelor of Arts (BA), Business Economics
Rodger Holm's Linsco/Private Ledger Experience January 2006 - January 2008
Job President & Member RDH Investments, LLC
Industry Government Relations
Experience
R.D. H. Investments LLC July 1993 - Present
City of Clinton, Iowa January 2008 - 2012
Linsco/Private Ledger January 2006 - January 2008
City of Clinton January 2004 - January 2008
Holm Insurance & investments January 1974 - July 2001
Prudential Financial January 1974 - July 2001
Sanitary Farm Dairies/Land o' Lakes July 1966 - July 1972
Skills
Economic Development, Community Development, Legislative Relations, Policy, Public Policy, Politics, Government, Political Consulting, Grassroots Organizing, Non-profits, Strategic Communications, Public Administration, Political Campaigns, Public Speaking, Fundraising, Policy Analysis, Community Outreach, Legislation, Strategic Planning, Grants, Nonprofits, Political Communication, Speech Writing, Volunteer Management, Local Government, Federal Government, Political Science, Media Relations, Event Planning, Coalitions, Public Affairs, Grant Writing, Public Relations, International Relations, Public/private..., Message Development, Redevelopment, Crisis Communications, Workforce Development, Zoning, Land Use, State Government, Community Organizing, Municipalities, Community Engagement, Program Development, Non-profit..., Press Releases, Philanthropy, Spokesperson
Education
Clinton Community College
Business, Economics
Clinton High School
Kirkwood Community College
Business, Economics
R.D. H. Investments LLC July 1993 - Present
City of Clinton, Iowa January 2008 - 2012
Linsco/Private Ledger January 2006 - January 2008
City of Clinton January 2004 - January 2008
Holm Insurance & investments January 1974 - July 2001
Prudential Financial January 1974 - July 2001
Sanitary Farm Dairies/Land o' Lakes July 1966 - July 1972
Skills
Economic Development, Community Development, Legislative Relations, Policy, Public Policy, Politics, Government, Political Consulting, Grassroots Organizing, Non-profits, Strategic Communications, Public Administration, Political Campaigns, Public Speaking, Fundraising, Policy Analysis, Community Outreach, Legislation, Strategic Planning, Grants, Nonprofits, Political Communication, Speech Writing, Volunteer Management, Local Government, Federal Government, Political Science, Media Relations, Event Planning, Coalitions, Public Affairs, Grant Writing, Public Relations, International Relations, Public/private..., Message Development, Redevelopment, Crisis Communications, Workforce Development, Zoning, Land Use, State Government, Community Organizing, Municipalities, Community Engagement, Program Development, Non-profit..., Press Releases, Philanthropy, Spokesperson
Education
Clinton Community College
Business, Economics
Clinton High School
Kirkwood Community College
Business, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.