Displaying 4 results
Cetera signs up $312M team from LPL
Based in South Carolina, the three-person holistic planning practice is joining a 4,000-strong network of advisors.
Summit Financial welcomes $300M female team to innovative partnership program
The Maryland-based firm will become an affiliate partner of Summit.
Cetera adds teams managing almost $400 million
Sonnenfeld Financial Group is based in Minnesota and Lincoln Capital Inc. in San Diego.
Cetera adds team that managed $327 million at LPL
The Baton Rouge, Louisiana-based Hays Breard Financial Group is joining Cetera’s Summit Financial.
