June 25, 2024

Cetera Welcomes $121 Million AUA Advisor to Cetera Advisor Networks

Press Room Cetera Welcomes $121 Million AUA Advisor to Cetera Advisor Networks


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Jake Spruiell doing business as Sonterra Wealth Management LLC
Joins Cetera from PNC Investments

July 09, 2024

Cetera Welcomes $146 Million AUA Advisor to Cetera Advisor Networks

Press Room Cetera Welcomes $146 Million AUA Advisor to Cetera Advisor Networks


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Steven Dalton Joins Cetera via Cetera Wealth Partners

July 17, 2024

Cetera Chief Sales and Growth Officer Tom Taylor to Retire

Press Room Cetera Chief Sales and Growth Officer Tom Taylor to Retire


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SAN DIEGO, July 17, 2024 /PRNewswire/ --

July 01, 2024

Cetera Welcomes $113 Million AUA Advisor Duo to Cetera Advisor Networks

Press Room Cetera Welcomes $113 Million AUA Advisor Duo to Cetera Advisor Networks


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Paul Seymour and Nicole Parker doing business as Financial Services Joins Cetera from Cadaret, Grant & Co., Inc.

July 11, 2024

Cetera Welcomes $325 Million AUA Advisor Father-Daughter Team to Summit Financial Networks

Press Room Cetera Welcomes $325 Million AUA Advisor Father-Daughter Team to Summit Financial Networks


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Rally Wealth and Benefits Joins Cetera From Commonwealth

August 06, 2024

The Retirement Planning Group Acquires $180 Million Watters Financial Services

Press Room The Retirement Planning Group Acquires $180 Million Watters Financial Services


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Father-son practice based in Paramus, New Jersey, represents third acquisition for The Retirement Planning Group, Cetera's employee-based RIA

August 01, 2024

Cetera Welcomes California Coast Credit Union

Press Room Cetera Welcomes California Coast Credit Union


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San Diego County's longest serving financial institution joins Cetera Financial Institutions from Osaic

August 15, 2024

Cetera Investment Services Announces Key Financial Institution Affiliation Networking Agreements

Press Room Cetera Investment Services Announces Key Financial Institution Affiliation Networking Agreements


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GTE Investment Group, East West Wealth Management, and First PREMIER Investment Services among institutions signing long-term extensions with Cetera Financial Institutions

July 25, 2024

Cetera Welcomes $151 Million AUA Advisor to Summit Financial Networks

Press Room Cetera Welcomes $151 Million AUA Advisor to Summit Financial Networks


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Southshore Wealth Management Joins Cetera Advisor Networks From Amerprise

July 30, 2024

Cetera Investment Services Celebrates 40-Year Anniversary

Press Room Cetera Investment Services Celebrates 40-Year Anniversary


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SAN DIEGO, July 30, 2024 /PRNewswire/ --

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