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Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
John K. Alyo | M | - |
Concourse Financial Group Securities, Inc.
![]() Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs.
Harvest Investment Services LLC
![]() Harvest Investment Services LLC Investment ManagersFinance Harvest Investment Services LLC (Harvest Investments) is a SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded in 2011 and is principally owned by Harvest Financial Planning LLC. Harvest Investments offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and other registered investment advisers. The firm also provides investment advisory services to collective investment trusts for their affiliated investment adviser, Envoy Advisory, Inc. for pension and profit-sharing plans. | 25 years |
Libet Anderson | F | - |
Concourse Financial Group Securities, Inc.
![]() Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | 8 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Christopher Flint | M | - |
Concourse Financial Group Securities, Inc.
![]() Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | 5 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 3 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Tim Newell
- Personal Network