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City Securities Corp is one of the leading providers in Financial Services. It is based in Anaheim, CA. To find more information about City Securities Corp, please visit www.citysecurities.com
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Our Mission: To promote a fair, orderly and efficient corporate loan market and provide leadership in advancing the interests of all market participants. Since 1995, the Loan Syndications and Trading Association has been dedicated to improving liquidity and transparency in the floating rate corporate loan market. As the principal advocate for this asset class, we aim to foster fair and consistent market practices to advance the interest of the marketplace as a whole and promote the highest degree of confidence for investors in floating rate corporate loans. The LSTA undertakes a variety of activities to foster the development of policies and market practices designed to promote just and equitable marketplace principles and to encourage coordination with firms facilitating transactions in loans and related claims. Building Consensus, Driving Change: The LSTA serves the public interest by providing a forum for market participants to jointly formulate market practices and influence the direction of the industry. By promulgating standard market practices and creating a better flow of information within the loan syndication and trading marketplace, we foster greater market efficiency and liquidity. The LSTA plays a pivotal role in monitoring and bringing consensus to this fast-growing and fast-changing asset class by acting as a forum for the analysis and discussion of issues and developments. The LSTA is a proud member of the SASB Alliance.
Petros PACE Finance is a national leader in providing low-cost, long-term commercial PACE financing, which allows commercial property owners to retrofit their buildings with renewable energy and energy efficient systems by borrowing money from a private lender and repaying the loan via a special assessment on their local property tax. Petros PACE Finance has significant institutional backing and was founded by a team with a collective 60+ years of experience in building and assisting companies with strategic capital, advice, and strong business relationships. We have been involved in the PACE market since 2010 and have played a major role in the implementation of many PACE programs. Through our knowledge and experience, we have developed a flexible financing program designed to seamlessly help property owners and industry partners reap the many benefits of PACE financing.