Victor Rigoni III and Summit Financial Group, Inc
Victor Rigoni III is a financial advisor, multifamily syndication, business acquisition, real estate syndication, and business advisor with years of relevant experience in the industry. He lives in Lake Forest, Illinois.
He possesses 12 years of professional experience in the financial advice sector and is currently an adviser at Summit Financial Group Inc. Victor Rigoni III holds the Series 63 and Series 66 securities licenses, qualifying him as a securities agent and, therefore, available to help Illinois investors. Victor Rigoni III has worked for Summit Financial Group, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Summit Brokerage Services, and Cetera Advisor Networks LLC over the course of his career.
Summit Financial Group Inc is based in Lake Forest, Illinois, and has 237 offices around the United States. Summit Financial Group Inc employs more than 342 individuals and manages $4 billion in assets across 16,426 accounts. Under the firm’s supervision, the amount of assets places it among the country’s largest financial advising firms. The firm maintains 6,533 discretion accounts, which means the advisor makes all of the purchasing and selling decisions on behalf of the customer. Currently, 7% of the advising firm’s investors are high-net-worth people with assets worth more than $1 million. With $3,590,858,958 total assets under management and 342 number of employees, Summit Financial Group Inc is pretty well known. They own 16,426 number of accounts with a $218,608 average account size.
Summit Financial Group Inc provides operational services to individuals and small enterprises, as well as pension counseling, other adviser choices, and instructional seminars. Asset-based, hourly, and fixed fees may be charged by the firm.
Investment Advisory Services:
- Financial planning services
- Selection of other advisers
- Pension consulting services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Victor Rigoni III – Work History
Victor Rigoni III has 12 years of experience. He started his work by joining Cambridge Investment Research Advisors, Inc in 2008. He shifted his workplace after two years when he entered Cambridge Investment Research, Inc. After the span of two years, he joined Summit Brokerage Services, where he worked for nine years before being a part of Summit Financial Group Inc and Cetera Advisors Network LLC.
About Victor Rigoni III:
Victor Rigoni III is an investment advisor with years of relevant experience in the industry. He is also an entrepreneur and is known to help in multifamily syndication, business acquisition, real estate syndication, etc. With nearly two decades of experience in the securities industry,
Victor Rigoni III has worked with a wide range of brokerage firms to provide his services to various clients.
0