Network origin in Brad Berman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans.
11
| Extinct | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brad Berman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| San Diego State University | College/University | Graduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree | |
| Miami University | College/University | Corporate Officer/Principal | |
| Yale University | College/University | Doctorate Degree | |
| Siena College | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree | |
| University of San Diego | College/University | Masters Business Admin | |
| The Leeds School of Business | College/University | Undergraduate Degree | |
CCG Wealth Management LLC
 CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Investment Officer |
Statistics
International
| United States | 16 |
Sectoral
| Consumer Services | 14 |
| Finance | 2 |
Operational
| Undergraduate Degree | 10 |
| Portfolio Manager-Equities | 10 |
| Investment Committee Member | 4 |
| Analyst-Equity | 3 |
| Portfolio Manager-Fixed Income | 3 |
Most connected contacts
- Stock Market
- Insiders
- Brad Berman
- Company connections
