Cetera Advisor

Cetera Financial Group, Inc. is a prominent independent broker-dealer network that offers a range of financial advisory services to investors through its various independently managed firms. With a commitment to supporting approximately 6,500 independent financial professionals and over 600 financial institutions, Cetera provides innovative technology and comprehensive broker-dealer services. Its offerings include the Connect2Clients marketing portal for personalized client communications, Decipher facial recognition software, and Pentameter for practice optimization. Additionally, Cetera features platforms such as AdviceWorks for insights, Guided Retirement Solutions for retirement-focused resources, and SetIncome for reliable retirement income solutions. The company was established in 2010 and is headquartered in El Segundo, California, under the leadership of CEO Valerie Brown. Cetera aims to empower its affiliated financial professionals by providing the necessary resources and insights to enhance client service and support their financial goals.

Michael Durbin

CEO

1 past transactions

Prosperity Advisors

Corporate Round in 2023
Prosperity Advisors is an investment management company. They are analysts, administrators, and advisers that deliver on core values. They provide solutions and support for clients. They offer relevant tax planning solutions and accurate tax preparation services.
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