Insights

Diverse Service Offerings Cetera Financial Group provides a wide range of services, including financial technology, bespoke guidance, research, and collaborative client-service platforms. This diverse offering can be leveraged to attract clients seeking comprehensive financial solutions.

Industry Recognition Cetera's recent recognitions in digital marketing, wealth management, and hiring decisions signify a strong industry presence and credibility. Utilizing these accolades in sales pitches can enhance the company's reputation and attract new clients.

Strategic Hiring The strategic hiring of executive-level personnel like Jerry Patterson, Scott Baker, Amy Rehn, Mike Durbin, and Marten Hoekstra demonstrates a commitment to talent acquisition and expertise. Highlighting these key hires can showcase the company's leadership and specialization to potential clients.

Tech-Savvy Approach With a tech stack including Java, Hotjar, Slick, and more, Cetera demonstrates a tech-savvy approach to financial services. Emphasizing this technological prowess can appeal to clients looking for innovative solutions and a forward-thinking partner.

Competitive Market Positioning Being in the same industry league as LPL Financial, Wells Fargo Advisors, and other major players indicates Cetera's competitive positioning. Leveraging this comparison in sales discussions can help showcase the company's strengths and capabilities to potential clients.

Cetera Financial Group Tech Stack

Cetera Financial Group uses 8 technology products and services including Hotjar, Google Font API, Slick, and more. Explore Cetera Financial Group's tech stack below.

  • Hotjar
    Analytics
  • Google Font API
    Font Scripts
  • Slick
    Javascript Libraries
  • Open Graph
    Miscellaneous
  • Java
    Programming Languages
  • Zeplin
    Team Collaboration
  • Axure
    Web Design And Development Services
  • Apache HTTP Server
    Web Servers

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
93%
f.last@cetera.comJ.Doe@cetera.com
6%
first.middle@cetera.comJohn.Michael@cetera.com
1%
flast@cetera.comJDoe@cetera.com
0%
first.last@ceterafi.comJohn.Doe@ceterafi.com
82%
last@ceterafi.comDoe@ceterafi.com
13%
last_first@ceterafi.comDoe_John@ceterafi.com
1%
last.first@ceterafi.comDoe.John@ceterafi.com
1%
first.middlelast@ceterafi.comJohn.MichaelDoe@ceterafi.com
2%
fir.last@ceterafi.comJoh.Doe@ceterafi.com
1%

Frequently Asked Questions

Where is Cetera Financial Group's headquarters located?

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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?

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You can contact Cetera Financial Group's main corporate office by phone at +1-866-489-3100. 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?

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

How much revenue does Cetera Financial Group generate?

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As of June 2024, Cetera Financial Group's annual revenue reached $750M.

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

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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?

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As of June 2024, Cetera Financial Group has approximately 1.5K employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: A. A.CCO, Wealth Management: B. J.Chief Investment Officer: G. G.. Explore Cetera Financial Group's employee directory with LeadIQ.

What industry does Cetera Financial Group belong to?

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Cetera Financial Group operates in the Financial Services industry.

What technology does Cetera Financial Group use?

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Cetera Financial Group's tech stack includes HotjarGoogle Font APISlickOpen GraphJavaZeplinAxureApache HTTP Server.

What is Cetera Financial Group's email format?

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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?

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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.

Section iconCompany Overview

Headquarters
655 W. Broadway San Diego , CA 92101 US
Phone number
+1-866-489-3100
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

  • $100M$1B

    Cetera Financial Group's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Cetera Financial Group's revenue is in the range of $100M$1B

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