An investment adviser with XCU Capital suggested Cohen buy a real estate investment with a company that owned a Florida apartment complex.
SECU Brokerage was named because we bought XCU Capital.
The adviser worked with the defunct, credit union-owned broker dealer XCU Capital, which was based in San Diego and bought by LPL Financial in September 2007.
and XCU Capital Corp., the CU-owned broker-dealer dismissed their third-party claim against LPL Financial.
Capital brokerage investment representative on the transaction, Mr.
Blaine said XCU
Capital, a broker-dealer and investment advisory firm, launched by then Xerox Federal Credit Union, was bought by LPL Financial in September 2007.
In August 2007, LPL bought credit union-owned broker-dealer XCU
In putting the logistics together to offer investment services, Brown worked with Above the Crowd Business Development Group, a San Diego management consulting firm founded by Mark Hoaglin, former president/CEO of XCU
Capital Corp., a credit union-owned broker-dealer that was acquired by LPL Financial Institution Services in 2007.
Two former XCU
Capital executives are hoping to change that.
Hoaglin had previously served as president/CEO of XCU
Capital, a credit union-owned broker-dealer that was acquired by LPL Financial Institution Services in 2007.