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Articles tagged "Summit Advisor Solutions"

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Under founder and CEO Robert Jesenik, Aequitas Capital expanded into private equity, wealth management and consumer-, student- and commercial-debt companies.

The unbelievable series of missteps that sent Aequitas, its RIA clients and their investors, reeling

Firms as disparate as CONCERT Wealth and CliftonLarsenAllen seem to have gotten caught up in the implosion of Oregon-based Aequitas Capital Partners and plaintiffs' attorneys are yelling 'Ponzi'

February 26, 2016 at 6:47 PM

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Articles tagged "Summit Advisor Solutions"

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February 26, 2016 at 6:47 PM

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February 26, 2016 at 6:47 PM

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