Shareholders Service Group
SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.
7-day free trial · no credit card
Verified contacts
15
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
0
tools in use
Monthly traffic
533
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- LN
Ladonna Nunn
Advisor Services · Finance & Accounting
EmailPhone - VK
Velda Knutson
Financial Advisor Services · Finance & Accounting
EmailPhone - RP
Raymond Peter Nazzal
Equity and Fixed Income Specialist · Other
EmailPhone - BB
Barry Boyte
EVP, Sales & Marketing · Sales & Business Development
EmailPhone - BB
Barry Boyte
EVP, Marketing · Advertising & Marketing
EmailPhone - BW
Brittney Wood
Institutional Brokerage Operations Associate · Finance & Accounting
EmailPhone - CJ
Conor Josten
Account Services Representative · Customer/Client Service
EmailPhone - FL
Forrest Lighthart
Associate · Finance & Accounting
EmailPhone - MH
Michelle Haymes Azevedo
Sales, Marketing, and Event Management · Other
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Shareholders Service Group
14 distinct titles indexed · top 10 shown.
- 1account services representative
- 1advisor services
- 1associate
- 1business manager marketing, planning, web design, admin microsoft office
- 1equity and fixed income specialist
- 1evp, marketing
- 1evp, sales & marketing
- 1financial advisor services
- 1institutional brokerage operations associate
- 1project engineer
- +4more titles
Sign up to unlock all 15 contacts at Shareholders Service Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Shareholders Service Group
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