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Stephen Mitchell Burroughs
Chief Executive Officer at Capital Advisors Wealth Management LLC
Network origin in Stephen Mitchell Burroughs first degree
Entity | Entity type | Industry | |
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Cambridge Investment Research, Inc.
![]() Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC
11
| Subsidiary | Investment Banks/Brokers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stephen Mitchell Burroughs via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
John Hancock Life Insurance Co. (USA)
![]() John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Edward D. Jones & Co. LP
![]() Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Corporate Officer/Principal | |
Capital Analysts LLC
![]() Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Investment Managers | Corporate Officer/Principal | |
AMERICAN DEFENSE SYSTEMS, INC. | Aerospace & Defense | Sales & Marketing | |
Berthel Fisher & Co. Financial Services, Inc.
![]() Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ares Wealth Management Solutions LLC
![]() Ares Wealth Management Solutions LLC Investment Banks/BrokersFinance Ares Wealth Management Solutions LLC is an investment company focused on developing and managing real estate products that build real value for investors. The company was founded by Mark Donovan Quam and is headquartered in Denver, CO. | Investment Banks/Brokers | Compliance Officer | |
Nationwide Investment Services Corp.
![]() Nationwide Investment Services Corp. Investment Banks/BrokersFinance Part of Nationwide Mutual Insurance Co., Nationwide Investment Services Corp. provides fund management services. The company is based in Columbus, OH. | Investment Banks/Brokers | Corporate Officer/Principal | |
XTF Global Asset Management LLC
![]() XTF Global Asset Management LLC Investment Banks/BrokersFinance Part of Marco Polo New World, Inc., XTF Global Asset Management LLC provides investment advisory services. The company is based in New York, NY. XTF Global Asset Management was acquired by Marco Polo New World, Inc. on April 21, 2008. | Investment Banks/Brokers | President | |
University of Virginia | College/University | Undergraduate Degree | |
The Retirement Planning Co. of New England, Inc.
![]() The Retirement Planning Co. of New England, Inc. Investment ManagersFinance Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans. | Investment Managers | Compliance Officer | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
J.P. Turner & Co.
![]() J.P. Turner & Co. Investment Banks/BrokersFinance JP Turner & Co. (JP Turner) the full-service brokerage subsidiary of Braves Aquisition LLC, ultimately held by RCS Capital Corp. (NYSE: RCAP) in the US. Located in Peachtree City, the firm provides an array of trading and execution services for their clients. They do not provide any internal research. JP Turner is a member of the NASD and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Humboldt State University | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Graduate Degree | |
St. Louis University | College/University | Undergraduate Degree | |
Salve Regina University | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
University of Northern Iowa | College/University | Undergraduate Degree | |
Ursinus College | College/University | Undergraduate Degree | |
US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal | |
FSC Securities Corp.
![]() FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Compliance Officer | |
Peak Reps LLC
![]() Peak Reps LLC Financial ConglomeratesFinance Peak Reps LLC provides financial services. The company was founded by Glenn C. Wiggle and Daniel David Neiman and is headquartered in Palm Beach Gardens, FL. | Financial Conglomerates | Chief Executive Officer | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Accel Wealth Management LLC
![]() Accel Wealth Management LLC Investment ManagersFinance Accel Wealth Management LLC (Accel Wealth) is a SEC-registered investment advisor headquartered in Waverly, Iowa. The firm was founded in 2016 and is a subsidiary of Accel Holdings, Inc., owned by The Accel Group LLC. Accel Wealth provides advisory services to individuals and businesses. | Investment Managers | Compliance Officer | |
RDA Financial Network, Inc.
![]() RDA Financial Network, Inc. Investment ManagersFinance RDA Financial Network, Inc. (RDAFN) is an independent, SEC-registered investment advisor headquartered in Akron, Iowa. The firm was founded by John Arthur in 2008. RDAFN provides investment management services to private investors. | Investment Managers | Corporate Officer/Principal | |
NFP Securities, Inc. | Corporate Officer/Principal | ||
SagePoint Financial, Inc.
![]() SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 35 |
Sectoral
Finance | 21 |
Consumer Services | 11 |
Miscellaneous | 3 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 27 |
Undergraduate Degree | 9 |
Compliance Officer | 6 |
Portfolio Manager-Equities | 5 |
General Counsel | 4 |
Most connected contacts
Insiders | |
---|---|
Brian Propes | 9 |
Robert J. Bateman | 6 |
Sam Pappas | 6 |
Genevieve Sisco | 5 |
Joe J. Correnti | 5 |
Gordon Taylor | 4 |
Mike Conner | 4 |
Jeff Hugo | 4 |
Stacie Lynn Brass | 4 |
Nathan Garrison | 4 |
Tom J. Murphy | 3 |
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