Insights

Recent Awards Cetera Financial Group has recently received multiple awards, including the 2025 BISA Technology Innovation Award for its GrowthLine marketing program. Highlighting these accolades in sales pitches can enhance the company's credibility and attract more clients seeking innovative financial solutions.

Strategic Partnerships The partnership between Cetera and TIFIN Group LLC to provide artificial intelligence tools for advisors presents a unique sales opportunity. Leveraging advanced technology to drive organic growth can be a compelling selling point, showcasing Cetera's commitment to cutting-edge solutions.

New Executive Hires With recent high-profile executive hires such as Todd Mackay as President of Cetera Wealth Management and Christian Mitchell as President of Cetera Solutions, sales teams can leverage the wealth of experience and leadership to build trust with potential clients. Highlighting the expertise of these leaders can differentiate Cetera in a competitive market.

Product Innovation Cetera's launch of a free emergency planning and communication kit for advisors demonstrates a commitment to supporting its clients during challenging times. Positioning this product as a value-added service in sales conversations can attract advisors looking for comprehensive support and resources.

Competitive Landscape Analysis Analyzing Cetera's position relative to similar companies like LPL Financial, Wells Fargo Advisors, and Merrill Lynch can provide valuable insights for sales strategies. Understanding the competitive landscape enables sales teams to highlight Cetera's unique offerings and differentiators when engaging with potential clients.

Cetera Financial Group Tech Stack

Cetera Financial Group uses 8 technology products and services including Linkedin Insight Tag, Oracle ERP, jQuery Migrate, and more. Explore Cetera Financial Group's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Oracle ERP
    Enterprise
  • jQuery Migrate
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • JSON
    Programming Languages
  • Hermes
    Transportation And Fleet Management
  • Google Analytics
    Web Analytics
  • Axure
    Web Design And Development Services

Cetera Financial Group's Email Address Formats

Cetera Financial Group uses at least 2 format(s):
Cetera Financial Group Email FormatsExamplePercentage
First.Last@cetera.comJohn.Doe@cetera.com
90%
F.Last@cetera.comJ.Doe@cetera.com
6%
Fir.Last@cetera.comJoh.Doe@cetera.com
3%
FLast@cetera.comJDoe@cetera.com
1%
First.Last@ceterafi.comJohn.Doe@ceterafi.com
84%
Last@ceterafi.comDoe@ceterafi.com
11%
Fir.Last@ceterafi.comJoh.Doe@ceterafi.com
1%
Last_First@ceterafi.comDoe_John@ceterafi.com
2%
Last.First@ceterafi.comDoe.John@ceterafi.com
1%
First.MiddleLast@ceterafi.comJohn.MichaelDoe@ceterafi.com
1%

Frequently Asked Questions

Where is Cetera Financial Group's headquarters located?

Minus sign iconPlus sign icon
Cetera Financial Group's main headquarters is located at 655 W. Broadway San Diego , CA 92101 US. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Cetera Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Cetera Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cetera Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Cetera Financial Group's official website is cetera.com and has social profiles on LinkedIn.

How much revenue does Cetera Financial Group generate?

Minus sign iconPlus sign icon
As of April 2025, Cetera Financial Group's annual revenue reached $5B.

What is Cetera Financial Group's SIC code NAICS code?

Minus sign iconPlus sign icon
Cetera Financial Group's SIC code is 6282 - Investment Advice NAICS code is 522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities.

How many employees does Cetera Financial Group have currently?

Minus sign iconPlus sign icon
As of April 2025, Cetera Financial Group has approximately 1.7K employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. D.Chief Executive Officer: A. A.CCO, Wealth Management: B. J.. Explore Cetera Financial Group's employee directory with LeadIQ.

What industry does Cetera Financial Group belong to?

Minus sign iconPlus sign icon
Cetera Financial Group operates in the Financial Services industry.

What technology does Cetera Financial Group use?

Minus sign iconPlus sign icon
Cetera Financial Group's tech stack includes Linkedin Insight TagOracle ERPjQuery MigrateMicrosoftJSONHermesGoogle AnalyticsAxure.

What is Cetera Financial Group's email format?

Minus sign iconPlus sign icon
Cetera Financial Group's email format typically follows the pattern of . Find more Cetera Financial Group email formats with LeadIQ.

When was Cetera Financial Group founded?

Minus sign iconPlus sign icon
Cetera Financial Group was founded in 1981.
Cetera Financial Group

Cetera Financial Group

Financial ServicesCalifornia, United States1001-5000 Employees

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.

As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. 

Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

___________________________


“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), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

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.

Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services and Avantax Planning Partners.

Section iconCompany Overview

Headquarters
655 W. Broadway San Diego , CA 92101 US
Phone number
Website
cetera.com
SIC Code
6282 - Investment Advice
NAICS Code
522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
Founded
1981
Employees
1001-5000

Section iconFunding & Financials

  • $1B

    Cetera Financial Group's revenue is in the range of $1B

Section iconFunding & Financials

  • $1B

    Cetera Financial Group's revenue is in the range of $1B

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.