Cetera Advisor Networks LLC

Cetera Investment Services LLC

First Allied Securities, Inc.

Cetera Advisors LLC

Cetera Financial Specialists

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.

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“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.


Cetera Financial Group

We are pleased to announce that Regal Wealth Advisors, a practice with $312 million in assets under administration, has joined Summit Financial Networks, a region of Cetera Advisor Networks LLC. https://lnkd.in/esaEDp8Q 

We are pleased to announce that Don McDonald has joined Cetera Financial Specialists. https://lnkd.in/eRwFdTB8 

Please review the latest commentary from Cetera Investment Management that discusses the strong CPI report and the consequent market weakness. Click here to read more: https://bit.ly/3STnCbf 

This week, we’ll get inflation data that will give us clues as to when the Fed may cut rates. Join CIO Gene Goldman, CFA on the latest episode of #TheWeekAhead as he poses three key questions to help us understand when the #Fed will likely cut interest rates this year. https://lnkd.in/eBGrDfHG 

Cetera Financial Group wishes a joyous #LunarNewYear to all celebrating! May the Year of the Dragon bring you happiness and good health!

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Chief Executive Officer

Adam Antoniades

Deputy CCO - Traditional Channel

Adam Kennedy

Owner/Director

Alison Buechler

Co-Founder

Andrea Kosky

President and CEO Cetera Advisors LLC

Brett Harrison

Marketing Operations & Budget Manager

Carie Fedewa

Deputy Chief Compliance Officer, Cetera Investment Services

Carol Bell

Owner/Artist

Charity Dorn

Owner/Operator

David Gambino

Owner

Fouzia Rezaie

Amanda Laas

Business Development

CEO Cetera Advisors/First Allied Securities

Elizabeth Seagren

Sr Business Development Strategist & Recruiter

Tom Taylor

Chief Sales & Growth Officer

Lee Maxim

Business Development Consultant

Tom Gooley

Chief Operating Officer

Todd Mackay

President

Jeff Buchheister

Retail Companies With More Than $50M in Revenue

Retail Acquired Companies With More Than 500 Employees

Greater San Diego Area Companies With More Than $1M in Revenue (Top 10K)

Retirement Acquired Companies

Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser family.

Genstar Capital

Private Equity Round - Cetera Financial Group

San Diego

California

United States

North America

Cetera Welcomes Advisor with $115 Million in AUA to Cetera Advisor Networks

Cetera Launches Risk-O-Meter to Help Advisors Understand and Navigate Changing Regulatory Landscape

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

Cetera Increases Investment in Advisory Business with Multiple Key Hires

Cetera Launches Active ETF Research Select List

Cetera successfully rolls up its advisor businesses

Cetera Completes Successful Consolidation of Advisory Business

Germany

Europe

India

Asia

Nigeria

Africa

Australia

Oceania

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Cetera Financial Group owns Cetera Investors

Cetera Financial Group owns Cetera Investment Services

Cetera Financial Group owns Cetera Advisor Networks

Cetera Financial Group owns Cetera Advisor

MWA is a competitor of Cetera in the financial services industry, providing similar services such as retirement planning and investment management for individuals and businesses.

CAPTRUST is a competitor of Cetera in the financial sector, offering services related to retirement planning and investment management.

CAPTRUST

HighTower is a competitor of Cetera in the financial industry, specializing in retirement planning and investment management services for individuals and businesses.

HighTower

Capital One Investing is a competitor of Cetera in the financial services industry, offering investment and wealth management solutions.

Capital One Investing

Advisor Group is a competitor of Cetera in the financial sector, providing financial advisory and investment management services.

Advisor Group

Morningstar is a competitor of Cetera in the financial industry, offering investment research and advisory services.

Morningstar

Wilde Wealth Management Group is a competitor of Cetera, operating as an office of supervisory jurisdiction overseeing significant assets.

Wilde Wealth Management Group

Triad Advisors is a competitor of Cetera in the financial industry, providing financial advisor services and wealth management solutions.

Triad Advisors

Cetera Financial Group is an independent wealth hub and financial services provider, comprising one of the largest families of independent registered investment advisers and broker-dealers in the United States. It offers market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.

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Cetera Financial Group