Wednesday, January 11, 2023
HomeLife InsuranceCetera Picks Up $2.5B RIA

Cetera Picks Up $2.5B RIA


Cetera Monetary Group has added a registered funding advisor managing over $2.5 billion of consumer belongings from Advisor Group’s Securities America.

The Patriot Monetary Group, with greater than 70 advisors throughout 5 northeastern U.S. states, together with Florida and Nebraska, has affiliated with the Cetera Monetary Specialists’ group, Cetera mentioned Tuesday.

The most recent improvement “rounds out a document 12 months of recruiting and enterprise improvement” for Cetera, it mentioned in an announcement. The agency added that it attracted $6.3 billion in belongings by means of its recruiting efforts within the third quarter.

“We’re happy to welcome the Patriot household to Cetera as a valued associate who shares our client-first mindset and development aspirations,” in response to John Pierce, head of enterprise improvement at Cetera.

“As we proceed to evolve our methods to assist advisors and companies meet their objectives, this partnership is concentrated on development and designed to assist each companies thrive for the long-term,” Pierce added.

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