Insights

Diverse Financial Services Offerings Cetera Financial Group provides a wide range of financial services including technology, guidance, research, and market intelligence, creating opportunities for cross-selling multiple solutions to clients in various financial sectors.

Robust Community of Financial Professionals With a vibrant community of financial professionals within Cetera Financial Group, there is a strong potential for networking and partnership opportunities to expand sales channels and reach a broader client base.

Deep Tech Integration Cetera Financial Group leverages a diversified tech stack including Twitter Analytics, Google Font API, and Linux, offering insights into tech-savvy clients and creating opportunities for technology-related service offerings.

Competitive Positioning Among Major Players Compared to key competitors like LPL Financial, Wells Fargo Advisors, Merrill Lynch, and Morgan Stanley, Cetera Financial Group's unique offerings and community-focused approach present opportunities to differentiate and attract clients seeking personalized financial services.

Stable Revenue Base With reported revenue of $1 billion, Cetera Financial Group's financial stability signals credibility and reliability to potential clients, making it a favorable choice for long-term partnerships and investment opportunities.

Cetera Financial Group Tech Stack

Cetera Financial Group uses 8 technology products and services including Twitter Analytics, Google Font API, OWL Carousel, and more. Explore Cetera Financial Group's tech stack below.

  • Twitter Analytics
    Analytics
  • Google Font API
    Font Scripts
  • OWL Carousel
    Javascript Libraries
  • X-Content-Type-Options
    Miscellaneous
  • Linux
    Programming Languages
  • Zeplin
    Team Collaboration
  • Axure
    Web Design And Development Services
  • IIS
    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
92%
F.Last@cetera.comJ.Doe@cetera.com
7%
FirstLast@cetera.comJohnDoe@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 November 2024, 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 November 2024, Cetera Financial Group has approximately 1.6K 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?

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 Twitter AnalyticsGoogle Font APIOWL CarouselX-Content-Type-OptionsLinuxZeplinAxureIIS.

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.

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 iconMedia & News

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.