Cetera Welcomes $152 Million AUM 52 Weeks Money to its Summit Financial Networks Location
3 min readLOS ANGELES, Dec. 21, 2020 /PRNewswire/ — Cetera® has introduced the affiliation of 52 Weeks Economical, a prosperity administration agency targeted on prolonged-term setting up and financial commitment management dependent in Atlanta, GA. The staff led by founder and CEO, Mark Months, was formerly affiliated with Principal Securities. The organization will sign up for underneath one of Cetera’s biggest areas, Summit Economical Networks (Summit). Conversations commenced amidst the COVID-19 pandemic and in lieu of a regular household workplace stop by, Months getting an RV fanatic, opted for a safer, socially distanced out of doors RV conference with Summit’s President and Regional Director, Marshall Leeds, a fellow RV fanatic.
Months was searching for a well-resourced business with large-contact company. His aim is to employ large-quality engineering integration into his services design and leverage enhanced marketing and advertising. Months shared, “We wanted to boost the worth of our services to our shoppers by leveraging Cetera’s wealth administration platform. In between Cetera’s engineering and workflows, together with Summit’s culture, we sense like we are in a place to increase the small business when delivering our shoppers with a completely built-in and real-time wealth administration technique.”
Leeds included, “Summit is ready to enable fiscal specialists digitize and increase the consumer expertise via Cetera platforms like AdviceWorks® and MarketingCentral®. These platforms make instant efficiencies that absolutely free up time and strength to service consumers with less limits and in the long run crystal clear the path for upcoming expansion. We’re thrilled to welcome Mark and his workforce to Summit, we’re thrilled to assist the subsequent chapter of growth for 52 Weeks Economic and glimpse forward to crossing RV paths all over again down the street.”
Tim Stinson, Cetera’s Head of Prosperity Administration and Recruiting shared, “Investors drive clear, concise suggestions and glimpse to drive to specific outcomes. These advanced requires deal with practically each and every facet of financial organizing and ought to be supported by a strong prosperity management system and crew which is a little something we’ve worked really hard to make at Cetera. It is motivating to see a lot more monetary pros trying to get out finish wealth methods to address the complexity of today’s investors.”
Cetera is actively recruiting leading expertise in the financial career including economic advisors, tax gurus, banking institutions and credit unions and regional teams (OSJs) with a concentration on driving growth, a exceptional assistance working experience, and the supply of an Assistance-Centric Experience®. Its exclusive expansion product is built all over specialty communities to empower affiliate marketers to mature their way. 52 Weeks Economical is affiliated with Cetera Advisors Networks LLC.
About Cetera Financial Group®
Cetera Economic Team (Cetera) is a top financial guidance firm. It empowers the shipping and delivery of an Assistance-Centric Experience® to folks, family members and companies across the place by impartial monetary pros as well as trustworthy tax experts and banking companies and credit history unions. It is headquartered at 200 N. Pacific Coastline Freeway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive products and services include things like: prosperity management options, retirement strategy solutions, advisory companies, apply management support, revolutionary technology, advertising and marketing guidance, regulatory support, and marketplace research.
“Cetera Money Group” refers to the network of unbiased retail companies encompassing, amid other folks, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Expert services LLC (marketed as Cetera Money Institutions or Cetera Investors), Cetera Economic Professionals LLC, and To start with Allied Securities, Inc. All companies are associates FINRA / SIPC.
Men and women affiliated with Cetera firms are either Registered Representatives who offer only brokerage providers and get transaction-based payment (commissions), Investment Adviser Representatives who supply only expense advisory services and obtain expenses based mostly on property, or both equally Registered Associates and Financial investment Adviser Reps, who can offer each kinds of solutions.
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Source Cetera Fiscal Group
