Insights

Industry Recognition Cetera Financial Group has been named a finalist for four 2024 Wealth Management Industry Awards, presenting an opportunity to leverage this recognition to attract new clients and strengthen relationships with existing ones.

Strategic Hires Recent strategic hires of key personnel like Jerry Patterson, Scott Baker, Amy Rehn, and Mike Durbin indicate a focus on enhancing expertise and offerings, providing a chance to showcase new capabilities to potential clients.

Innovative Offerings The launch of the Active Exchange Traded Funds Research Select List by Cetera Investment Management presents a fresh value proposition that can be highlighted to differentiate the company and appeal to clients seeking innovative investment solutions.

Board Expansion The addition of Marten Hoekstra to the Board of Directors signifies a commitment to strategic governance and direction, offering an opportunity to showcase strong leadership and decision-making to potential partners and clients.

Market Positioning With a focus on independent retail firms and a vibrant community fostering growth and opportunity, Cetera Financial Group can position itself as a collaborative partner for financial professionals, institutions, and investors, appealing to those seeking a supportive and empowering financial services provider.

Cetera Financial Group Tech Stack

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

  • Facebook Pixel
    Analytics
  • Google Font API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Webpack
    Miscellaneous
  • Hadoop
    Programming Languages
  • UPS
    Transportation And Fleet Management
  • Axure
    Web Design And Development Services
  • Apache HTTP Server
    Web Servers

Media & News

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
84%
last@ceterafi.comDoe@ceterafi.com
11%
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 May 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 May 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 Facebook PixelGoogle Font APIjQueryWebpackHadoopUPSAxureApache 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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