Summit Brokerage Services announced today that it has been recognized for its outstanding industry contribution in Transition Support at the Second Annual WealthManagement.com Industry Awards.
Summit Brokerage Services, Inc. successfully completed the 2016 National Conference at the Boca Raton Resort & Club, September 7-10, 2016, with another record attendance.
Cetera Financial Group ("Cetera")*, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC, today announced the signing of a definitive agreement for the divestiture of Legend Group Holdings, LLC ("The Legend Group") by First Allied Holdings, Inc., a Cetera affiliate, to Lincoln Investment Capital Holdings, LLC. Financial terms of the transaction, which is expected to close by early next year subject to regulatory approval, were not disclosed.
Cetera Financial Group Enhances Executive Team with Appointment of Jeffrey R. Buchheister as Chief Financial Officer
Cetera Financial Group announces that industry veteran Jeffrey R. “Jeff” Buchheister has been appointed Chief Financial Officer, effective August 2.
Summit Brokerage Services Voted as the Highest Advisor-Rated Independent Broker/Dealer | Summit
We are proud to announce that Summit has been voted as the overall highest-rated independent broker-dealer among firms with less than 1,000 financial advisors by WealthManagement.com's 2016 Independent Broker-Dealer Report Card.