About Cetera Advisors
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me supporting my business. They also strengthen my relationship with you by providing the resources I need to offer superior service. I'd like you to know more about these organizations and why I’ve chosen to work with them.
My Broker-Dealer: Cetera Advisors
Their Organization: Cetera Financial Group
Cetera Advisors is part of Cetera Financial Group, an industry-leading network of independently managed broker-dealers. Cetera’s broker-dealers deliver award-winning advisory products and solutions, and sophisticated trading and technology platforms to me and other financial professionals across all 50 states. You can be confident that their tools, technology, and support help make me more effective in serving you.
Our Custodians: Pershing and Cetera Investment Services
My Most Important Connection: With You
While the organizations behind me play important roles in serving your needs, the most important relationship I have is undoubtedly with you. I work with these firms to make it easier for me to work for you. If you'd like more information about them, please don’t hesitate to ask. I want you to feel confident that you understand, to your satisfaction, how we work with and through these organizations, why I’ve chosen to work with Cetera Advisors, and the absolute priority both Cetera Advisors and I place on my relationship with you.
About Cetera Financial Group: “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA / SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.