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.
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
Location: United States, Florida, Boca Raton
Employees: 1001-5000
Phone: +1 866-489-3100
Total raised: $240K
Founded date: 1981
Investors 2
| Date | Name | Website |
| - | Lightyear ... | lycap.com |
| - | Genstar Ca... | gencap.com |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 27.01.2021 | - | $240K | - |
Mentions in press and media 21
| Date | Title | Description | Source |
| 26.04.2024 | Shepherd Smith Edwards & Kantas: Family Seeks Up to $1M ... | Another Cetera Broker Accused of Using Shared Cultural Affinity To Gain Trust of Investors of Chines... | en.prnasia... |
| 08.01.2024 | Exclusive: Venrock ups its find size for the first time in a... | It was mid-December as Venrock partner Bryan Roberts waltzed into one of the conference rooms of the... | fortune.co... |
| 27.11.2023 | Cetera Closes Avantax Acquisition, Adds $82 Billion In Asset... | Cetera Holdings said it closed its acquisition of Avantax, after shareholders of the tax-focused wea... | barrons.co... |
| 13.10.2023 | Cetera announces equity reinvestment from Genstar Capital to... | Reinvestment enables Cetera, the premier Wealth Hub, to continue serving advisors and their clients ... | gencap.com... |
| 04.05.2023 | AICCFC Announces CCFC Designation Available to Cetera Adviso... | The CCFC designation can help Cetera advisors differentiate themselves and deepen their understandin... | prweb.com/... |
| 21.03.2023 | When Prospecting, Focus On Value, Not Price | John Pierce is Head of Business Development at Cetera Financial Group, driving Cetera’s financial pr... | forbes.com... |
| 05.10.2022 | Cetera To Host Advisor-Driven DEIB Symposiums | Upcoming Women's Impact Network and Black Advisor Community Symposiums represent featured live event... | einpresswi... |
| 21.07.2022 | Let Freedom Ring: The Value Of An Independent Business | John Pierce is Head of Business Development at Cetera Financial Group, driving Cetera’s financial pr... | forbes.com... |
| 04.11.2021 | Cetera Financial Group selects Xtiva for enterprise-wide SPM... | “Cetera is on a mission to enable the delivery of best-in-class financial advice to as many American... | prweb.com/... |
| 12.10.2021 | GBank Financial Holdings Inc. : Announces Bank of George Spo... | LAS VEGAS, Oct. 12, 2021 /PRNewswire/ -- GBank Financial Holdings Inc. ("GBank" or the &qu... | marketscre... |
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