Network origin in Kirk Warren Francis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Financial Life Advisors LLC
 Financial Life Advisors LLC Investment ManagersFinance Part of KFBG Holdings LLC, Financial Life Advisors LLC is a company that provides investment advice. The company is based in San Antonio, TX. The company was founded in 2003. Kirk Warren Francis has been the CEO of the company since 2017.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kirk Warren Francis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Investment Managers | Analyst-Equity | |
| Amherst College | College/University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Operational
| Investment Committee Member | 2 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Undergraduate Degree | 1 |
| Chief Investment Officer | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Mike McIntosh | 3 |
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