How does the advisor help clients – Key Takeaways:
CETERA ADVISORY SERVICES LLC is a leading financial advisory firm that provides expert guidance and personalized solutions to help its clients achieve their financial goals. With a team of experienced and highly qualified advisors, CETERA ADVISORY SERVICES LLC offers a wide range of financial services and works closely with clients to understand their unique needs and develop tailored strategies to help them reach their financial aspirations.
Below are some key takeaways about how CETERA ADVISORY SERVICES LLC helps its clients:
- Expert financial advice and guidance
- Personalized solutions tailored to clients’ individual needs
- Extensive range of financial services offered
- Experienced and qualified advisors
Facts and Insights
CETERA ADVISORY SERVICES LLC has been in business for over 20 years and has established itself as a trusted and reliable financial advisor. As of 2020, the firm manages a total of $35 billion in assets and has a team of over 300 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $35 billion | 300+ | 20+ years |
Financial Services Offered
CETERA ADVISORY SERVICES LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance and risk management
- Tax planning
- Education planning
- Debt management
- Business planning
Client Types
CETERA ADVISORY SERVICES LLC serves a wide range of clients including individuals, families, business owners, and retirees. The firm’s advisors have the expertise and knowledge to cater to the unique needs of each client and provide personalized solutions to help them achieve their financial goals.
Fees & Compensation
CETERA ADVISORY SERVICES LLC charges fees based on a percentage of the assets under management. The firm also offers fee-based financial planning services for a one-time or ongoing fee. As a registered investment advisor, CETERA ADVISORY SERVICES LLC acts as a fiduciary and is committed to acting in the best interests of its clients.
Background
CETERA ADVISORY SERVICES LLC was founded in 2000 and is headquartered in Denver, Colorado. The firm is a subsidiary of Cetera Financial Group, a leading network of independent brokerage firms. With over 20 years of experience, CETERA ADVISORY SERVICES LLC has built a strong reputation for its comprehensive financial services and expert advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, CETERA ADVISORY SERVICES LLC is required to disclose any potential conflicts of interest and adhere to strict ethical and professional standards. All disclosures and relevant information can be found on the firm’s Form ADV and on the advisor’s individual disclosure statements.