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Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
On November 15, RCS Capital announced the acquisition of asset management and investment advisory services firm Summit Financial Services Group, Inc. On January 16, 2014 RCS Capital announced that it had agreed to purchase Cetera Financial Group and on January 17, 2014 announced its similar intention to acquire J.P. Turner & Company for $1.15 ...
Year Event 2015 Blucora announces acquisition of HD Vest [3]: 2019 Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company.
In June 2006, the company agreed to buy AssetMark Investment Services for $230 million. [14] In 2007, another GE Capital insurance company, First Colony Life Insurance Company, merged with the company's life insurance division and became the surviving entity. [15] In May 2007, the company sold its employee benefits business to Sun Life ...
Pages in category "Financial services companies of the United States" The following 200 pages are in this category, out of approximately 347 total. This list may not reflect recent changes .
According to a recent study by the Employee Benefit Research Institute (EBRI), it’ll not only bring you more financial security as a retiree, it’ll also give you more confidence.
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277 West Nationwide Boulevard, Columbus, OH · Directions · (614) 227-5725
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