Cetera Financial Group (Cetera) is a leading network of independent broker-dealers that powers deeper, more enduring relationships that go beyond the bottom line. We work to advance the profession of financial guidance by ensuring financial professionals have everything they need to deliver an Advice-Centric Experience®, where they can serve clients effectively at every stage of life. Through comprehensive growth resources, leading-edge technology, and superior service, we’re committed to delivering the capabilities to help financial professionals and their clients pursue their business goals and personal dreams.
As of December 31, 2019.
Find support for both your clients’ and business’ goals with our comprehensive suite of support. Select the capabilities that help you effectively and efficiently meet clients’ needs, and work with knowledgeable specialists to create the growth-focused strategies you envision for your practice, program, or organization.
* AdviceWorks received the 2020 BISA Technology Innovation Award.
** Legacy Builder received the 2020 WealthManagement.com Practice Management Award.
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Stay up to date with the latest from Cetera by visiting cetera.com or connecting with us on social media. If you’re interested in learning how Cetera can help you grow, achieve, and become more on your terms, contact the Cetera Business Development team at 800.336.8842 or fill out this form.
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial professionals as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200, El Segundo, CA 90245-5670
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both
Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.