Referral Rewards

Referral Rewards

Refer. Reward. Repeat.

Turn Connections Into Compensation

Know a great advisor? Help them discover everything Cetera has to offer and earn rewards while you do it. For every successful referral with at least $150,000 in GDC, you’ll receive up to 10% of their eligible trailing 12-month GDC, up to $100,000. And with no cap on the number of referrals, your earning potential is unlimited.

 

Have an advisor with less than $150,000 in GDC, you can still earn $5,000 per referral. See details below.

Scroll below the form to see how our rewards work.

Unlock up to $50,000, no, $100,000 for every referral you submit! 

Only applicable for new submissions; previously submitted referrals are not eligible for this special promotion.

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Your Contact Information

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Referral’s Contact Information

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Referral’s Professional Information

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New Referral Level Unlocked

If you refer advisors with trailing 12-month GDC between $40,000 and $149,999, you’ll receive a $5,000 fixed bonus when they join.

Referral Rewards Program
  1. Refer an Advisor: Think of a peer or colleague who would thrive at Cetera and submit them using our quick referral form.
  2. Get Rewarded: If they join, you could receive up to $100,000 based on their eligible production.
  3. Repeat the Process: Refer again and again. There's no limit to the number of referrals you can submit.
  • Easy to participate: Simply submit the referral form and start earning.
  • No limits: You can refer as many advisors as you want.
  • Big rewards: With up to $100,000 per referral, the rewards are significant.

Referral Rewards Terms and Conditions can be found here

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