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Insights

Tech Adoption Cetera Financial Group utilizes a diverse tech stack including Java, Open Graph, and Apache HTTP Server. Leveraging advanced technology can be a value proposition when approaching tech-savvy clients or prospects.

Strategic Partnerships Cetera recently partnered with Regions Bank and Protective Life Corporation, indicating a focus on expanding collaborations. Exploring joint initiatives with these partners could lead to mutually beneficial sales opportunities.

New Product Launch The launch of the Cetera Risk-O-Meter demonstrates the company's commitment to innovation. Introducing clients to this resource can be an entry point for upselling or cross-selling additional products and services.

Executive Changes With CEO Adam Antoniades retiring, there may be shifting priorities and a potential openness to new partnerships. Engaging with the incoming leadership could present opportunities to align solutions with their vision.

Acquisition Activity Cetera's acquisition of Concourse Financial Group Securities presents a chance to discuss expanded service offerings with existing and potential clients. Highlighting the benefits of this acquisition could drive sales growth.

Similar companies to Cetera Financial Group

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%
First.Middle@cetera.comJohn.Michael@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?

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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 . 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 November 2024, Cetera Financial Group's annual revenue reached $5B.

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 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?

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

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
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

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