Tag : Cetera

Cetera Welcomes Former Commonwealth Advisor John Fitzgerald, Overseeing Approximately $185 Million in AUA
Finance Fintech News

Cetera Welcomes Former Commonwealth Advisor John Fitzgerald, Overseeing Approximately $185 Million in AUA

PR Newswire
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Relationship-focused Vineland, New Jersey practice begins its next chapter of growth within Summit Financial Networks at Cetera Cetera welcomes financial advisor John Fitzgerald and his Fitzgerald Financial Group team, including financial professionals Doug Kramer, CFP® and Gary Bolno, and assistant Tatyana Shevchuk. The tight-knit team serves roughly 400 households, more......
Cetera Welcomes Financial Advisors Zac Majors, Oscar Mondragon and Their Centric Advisors Team with Approximately $160 Million in AUM
Finance Fintech News

Cetera Welcomes Financial Advisors Zac Majors, Oscar Mondragon and Their Centric Advisors Team with Approximately $160 Million in AUM

PR Newswire
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Houston-area wealth management firm chooses Cetera for its array of growth resources, infrastructure, and advisor-focused services Cetera welcomes independent financial advisors Zac Majors, CEO, CFP®, RICP®, CLU®, CLF®, and Oscar R. Mondragon, CFP®, co-founders of Centric Advisors, along with their Cypress, Texas-based team overseeing approximately $160 million in AUM¹. Founded......
Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA
Finance Fintech News

Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA

PR Newswire
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After building their businesses over two decades, the advisors chose Cetera’s Summit community for its high-touch service, flexibility and commitment to helping advisors operate their way Cetera welcomes financial advisors Jim Tucker, CFP®, CRPS®, and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in AUA1.......
Cetera Names Craig Bartlett Community Leader of Cetera Financial Specialists Within the Firm's Tax & Accounting Channel
Finance Fintech News

Cetera Names Craig Bartlett Community Leader of Cetera Financial Specialists Within the Firm’s Tax & Accounting Channel

PR Newswire
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Veteran wealth management executive brings deep tax-focused advisory experience to lead the CFS community within Cetera’s Tax & Accounting channel Cetera announced Craig Bartlett, CFP® has been named Community Leader of Cetera Financial Specialists (“CFS”), a community of tax-focused financial professionals within Cetera. CFS is part of Cetera’s Tax & Accounting......
Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA
Finance News

Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA

PR Newswire
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Team joins from Wells Fargo seeking strong technology, advisor flexibility and growth resources Cetera welcomes financial advisor Shawn Longley, who joined Cetera from Wells Fargo Advisors Financial Network where he had been affiliated for 17 years. Based in Fond du Lac, Wisconsin, Longley and his team oversee approximately $205 million......
Financial Advisor Kim Ramchandani Joins Cetera from LPL
Finance Investments News

Financial Advisor Kim Ramchandani Joins Cetera from LPL

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Veteran advisor focused on empathetic service, transparent guidance, and lifelong client relationships selects Cetera to support her growth plans Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning that emphasizes education, transparency and long-term client support. She now is affiliating with Cetera after nearly......
Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL
Finance Investment Services News

Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL

PR Newswire
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Veteran advisor selects Cetera for its responsive service, commitment to independence, and growth-focused platform to support his growth plans Cetera welcomes veteran financial advisor Gregory Kearney, CFP®, ChFC®, who transfers to Cetera after being affiliated with LPL for 23 years, including working with OSJs and bank investment programs that were......
Cetera Welcomes Longtime Commonwealth Advisor David Bashaw
Finance News

Cetera Welcomes Longtime Commonwealth Advisor David Bashaw

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Seeking community and personalized growth support, Bashaw joins Cetera Wealth Partners community within Cetera’s Advisor Channel Veteran financial advisor overseeing approximately $115 million for clients leaves Commonwealth after nearly 40 years Cetera welcomes financial advisor David Bashaw, who joins after a nearly 40-year affiliation with Commonwealth Financial Network. Bashaw oversees......
Cetera Welcomes Commonwealth Firm, Piedmont Financial Partners, Whose Four Advisors Oversee More Than $184 Million in AUA
Finance News

Cetera Welcomes Commonwealth Firm, Piedmont Financial Partners, Whose Four Advisors Oversee More Than $184 Million in AUA

PR Newswire
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Firm founder Howell Cullens and team chose Cetera seeking to replicate the superior service and robust support for independent advisors they experienced with Commonwealth Cetera welcomes Piedmont Financial Partners and its 7-person team, including financial advisors Howell Cullens and his son Nash Cullens, Trey Rhodes, and Nick Lyons. Based in......
Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential
Analytics Artificial Intelligence News

Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential

PR Newswire
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Cetera announced the launch of IntelligenceEngine, a proprietary suite of AI-powered tools and services built to help financial professionals accelerate growth by transforming client data into action and unlocking untapped value within their existing books of business. Purpose-built for the modern advisor and institution, IntelligenceEngine unifies advanced analytics, planning technology,......
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