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Cetera Financial Group

About Cetera Financial Group

Cetera Financial Group is a prominent network of independent retail firms in the United States, comprising several broker-dealers, including Cetera Advisors LLC and Cetera Investment Services. The company is dedicated to empowering financial advisors, helping them achieve client success and grow their businesses.

Min project size

50,000+

Hourly rate

50 / hr

Employees

1800

Locations

United States

Year founded

Founded 1981

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

S

Scott Hennon

Chief Information Security Officer (CISO) and Head of Security Services

J

Jeff Buchheister

Chief Financial Officer

C

Carl Gerace

Owner

L

Lauren Jacobs

Vice President, Investment Solutions

K

Kalika Gupta

VP IT - Head of Corporate , Risk & Operations Technology

M

Matthew Bregozzo

Investment Adviser Chief Compliance Officer

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