Home Tags Summit

Tag: Summit

Summit to Drop Broker-Dealer Status and Join Another Cetera Firm

Summit Brokerage, an independent broker-dealer within the Cetera Financial Group network, is dropping its broker-dealer status and will join another Cetera firm, Cetera Advisor...

LPL Financial Recruits Community First Investment Group

LPL Financial LLC, the nation’s largest independent broker-dealer, has recruited Community First Investment Group, the investment program offered at Community First Bank of Indiana....

LPL Financial Adds Former Wells Fargo Firm to Platform

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Team Preheim Advisory to its broker-dealer and corporate registered investment advisor platforms. Founded by Karl...

LPL Financial Adds Former Summit Brokerage Firm to Platform

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Patriot Wealth Management to its broker-dealer and corporate registered investment advisor platforms. Patriot joins...

Summit: Non-Traded REITs Raised $1.2 Billion in Third Quarter 2018

Non-traded real estate investment trusts raised nearly $1.2 billion in investor capital in the third quarter of 2018, according to the latest Non-Listed REIT...

Summit: Non-traded REIT Fundraising on Pace to Exceed 2017

Non-traded real estate investment trusts raised a total of $1.1 billion in investor capital in the second quarter of 2018, according to the latest...

Summit: Non-Traded BDCs Raise $112 Million During First Quarter of 2018

Non-traded business development companies had a record low raise with $112 million during the first quarter of 2018, which is on pace for a...

Summit: Perpetual Life REITs Raised 75% of Total Non-Traded REIT Equity...

Non-traded real estate investment trusts raised a total of $919 million in capital in the first quarter of 2018, according to the latest Non-Listed...

Summit: Non-Traded BDC Fundraising Declined 58% in 2017

  Non-traded business development companies posted another fundraising decline in 2017 with $840 million equity raised, a 58 percent decline from $1.9 billion in 2016,...

Summit: Non-Traded REITs End 2017 with Nearly $4 Billion Raised

Non-traded real estate investment trusts raised a total of $879 million in capital in the fourth quarter of 2017, bringing the total for the...