![Guy W. Holman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Guy W. Holman
Corporate Officer/Principal at Financial Planning Association
Network origin in Guy W. Holman first degree
Entity | Entity type | Industry | |
---|---|---|---|
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.
115
| Private Company | Miscellaneous Commercial Services | 115 |
Colorado Society of Certified Public Accountants, Inc.
101
| Private Company | 101 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Guy W. Holman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Society of Financial Service Professionals
![]() Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Personal Financial Advisors | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
University of Florida | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
TrustCore LLC
![]() TrustCore LLC Investment ManagersFinance TrustCore Financial, Inc. provides financial services. It offers financial planning, wealth management, stock options, and risk management services. The company was founded by Darryl L. Edmonds in 1984 and is headquartered in Brentwood, TN. | Investment Managers | Director/Board Member Founder Corporate Officer/Principal | |
Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Estate Planning Council of Pittsburgh | Corporate Officer/Principal Corporate Officer/Principal | ||
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
H.D. Vest, Inc.
![]() H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Chief Executive Officer President | |
Parsec Financial Management, Inc.
![]() Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Founder Portfolio Manager-Equities | |
Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Association for Corporate Growth, Inc.
![]() Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
National Association of Securities Dealers, Inc.
![]() National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Winthrop University | College/University | Undergraduate Degree Undergraduate Degree | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Investment Program Association | Director/Board Member President | ||
National Association of Real Estate Investment Trusts, Inc.
![]() National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
Inland Group, Inc.
![]() Inland Group, Inc. Real Estate DevelopmentFinance The Inland Group, Inc. provides real estate services. The company is headquartered in Oak Brook, IL. | Real Estate Development | Director/Board Member Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
![]() Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Estate Planning Council of Birmingham, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Golden Gate University | College/University | Graduate Degree Masters Business Admin | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Koch Financial Services Pty Ltd.
![]() Koch Financial Services Pty Ltd. Investment ManagersFinance Koch Financial Services Pty Ltd. provides financial planning services. Its services include guidance on budgeting, savings and wealth creation strategies, diversified and tax effective investment planning, salary packaging, life insurance and risk assessment, and retirement planning. The company was founded by Rodney Koch in 1994 and is headquartered in Woree, Australia. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree Graduate Degree | |
Foundation for Financial Planning | Corporate Officer/Principal Director/Board Member | ||
Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
University of San Francisco | College/University | Graduate Degree | |
American University | College/University | Graduate Degree | |
Redwood Mortgage Corp.
![]() Redwood Mortgage Corp. Finance/Rental/LeasingFinance Redwood Mortgage Corp. engages in the provision of mortgage services. It offers mortgage services to first time buyer, second mortgages, as well as private mortgage services. The company was founded in 1988 and is headquartered in Mississauga, Canada. | Finance/Rental/Leasing | Director/Board Member | |
University of Kansas | College/University | Undergraduate Degree | |
CRM Software LLC
![]() CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Packaged Software | Corporate Officer/Principal | |
The University of Arkansas | College/University | Undergraduate Degree | |
Brooklyn Nets LLC
![]() Brooklyn Nets LLC Movies/EntertainmentConsumer Services Brooklyn Nets operates as a professional basketball franchise. It is one of the NBA Franchises and member of the American Basketball Association. The firm belongs to the Atlantic Division of the Eastern Conference in the National Basketball Association. The company was founded in 1967 and is headquartered in Brooklyn, NY. | Movies/Entertainment | Corporate Officer/Principal | |
Redwood Mortgage Investors I | Sales & Marketing | ||
Rotary International, Inc.
![]() Rotary International, Inc. Miscellaneous Commercial ServicesCommercial Services Rotary International, Inc. operates an international service organization. It states human rights for the purpose to bring together business and professional leaders in to provide humanitarian services, encourage ethical standards in all vocations. The company was founded by Paul P. Harris on February 23, 1905 and is headquartered in Evanston, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Augsburg College | College/University | Corporate Officer/Principal |
Statistics
International
United States | 48 |
Hong Kong | 2 |
Australia | 2 |
Canada | 2 |
Sectoral
Consumer Services | 20 |
Finance | 16 |
Commercial Services | 7 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 301 |
Director/Board Member | 152 |
Undergraduate Degree | 74 |
President | 58 |
Chairman | 49 |
Most connected contacts
Insiders | |
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Hamad Kama Piah bin Che Othman | 39 |
Randall Greene | 26 |
Brian S. Hamburger | 22 |
Robert Parks | 21 |
Michael Ryan | 17 |
Leo Fred Wells | 16 |
Timothy W. Crawford | 14 |
Terri Kallsen | 14 |
Dirk Jungé | 13 |
R. Day | 13 |
Kimberly A. Springsteen-Abbott | 13 |
Don Linzer | 12 |
Roger C. Ochs | 12 |
Mary Kathleen Sulick | 12 |
Andrew T. Gilinsky | 12 |
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