Cetera Financial Group | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Overview
Cetera Financial Group is a private financial services company based in San Diego, California, with additional offices in El Segundo, Denver, Schaumburg, and St. Cloud. Established in 2010, it supports a network of approximately 9,000 independent financial professionals across the United States, providing personalized financial guidance and services.
The company operates through several core segments, including Cetera Advisor Networks, Cetera Advisors, Cetera Financial Institutions, Cetera Financial Specialists, and Cetera RIA Services. These segments offer a range of services such as investment advisory, wealth management, retirement planning, and specialized financial advice for tax and accounting professionals. Cetera also provides technology platforms to enhance the operational efficiency of its advisors and financial institutions.
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