NEWS
Summit Financial picks minority stake in Advocus Private Wealth
Summit Financial has acquired a minority stake in the newly formed independent advisory team...
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Indie Team Jumps from Dynasty to Summit Financial
An independent team with $400 million in client assets has left Dynasty Financial Partners’...
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Summit Financial Takes Minority Stake in Newly Formed Advocus Private Wealth
Newly launched firm expands capabilities, resources and technologies to enhance client...
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$400 Million-AUM Duo Decamps from Dynasty RIA to Launch Firm with Summit Financial
A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time...
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