Cetera Financial Institutions Welcomes Bobby Huddleston as Senior Vice President of New Business Development
Cetera Financial Institutions welcomes Bobby Huddleston as Senior Vice President of New Business Development, effective immediately. In this role, Mr. Huddleston will oversee the recruitment of bank and credit union-based investment programs to the Cetera Financial Institutions platform.
Cetera Financial Group Appoints Tim Stinson as National Sales Manager for Wealth Management and Advisory Products and Services
Cetera Financial Group names Timothy E. M. Stinson its National Sales Manager for wealth management and advisory (fee-based) products and services. In this newly created role, Mr. Stinson is responsible for identifying and developing new opportunities to expand advisors’ fee-based wealth management capabilities.
Cetera Financial Group Announces Network-Wide Rollout of Pentameter® Practice Management Platform to Support Growth and Value of Financial Advisors’ Businesses
Cetera Financial Group announces plans to rollout the Pentameter® practice management system and integrated business consulting process across its network of broker-dealers and its affiliated financial advisors.
Cetera Financial Group Launches Consolidated Educational Platform with Kick-Off of Inaugural Network-Wide Wealth Management University Event
Cetera Financial Group begins rollout of its centralized, network-wide wealth management educational platform with its inaugural Wealth Management University signature event to participants across all 11 broker-dealer firms within Cetera. The event was attended by over 200 top producing advisors from across the Cetera network.
Cetera Financial Group Appoints J. David Ballard Executive Vice President, Chief Operating Officer
Cetera Financial Group announces that industry veteran J. David Ballard has been appointed Executive Vice President and Chief Operating Officer effective April 13. Mr. Ballard, 47, will be based in Los Angeles and report directly to R. Lawrence “Larry” Roth, Chief Executive Officer of Cetera Financial Group.
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