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Cetera Financial Specialists, LLC

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Cetera Financial Specialists, LLC

Overview:

Cetera Financial Specialists, headquartered in Schaumburg, Illinois, is an independently managed broker-dealer and part of Cetera Financial Group. Cetera Financial Specialists has operated under several different names—most recently as Genworth Financial Investment Services—since its inception, but has always focused on providing industry-leading products and services to tax and accounting professionals. Supporting approximately 1,800 financial professionals nationwide representing total assets under administration of more than $14 billion, the advisors at Cetera Financial Specialists are supported by a management team comprised of industry veterans averaging more than 17 years' experience in financial services.

About Cetera Financial Group

Cetera Financial Specialists is one of four distinct, independently managed broker-dealers that are part of Cetera Financial Group, a privately held company with investors including Lightyear Capital LLC. Led by CEO Valerie Brown, Cetera Financial Group's diverse management team is comprised of industry veterans averaging more than 22 years' experience in financial services, and is governed by an executive board that brings an additional wealth of investment and technology acumen to the group.

Committed to using its collective knowledge and expertise in service to and for others, Cetera Financial Group is focused on the growth of its affiliated broker-dealers' and financial professionals' businesses by giving them the industry and market insight, technology, resources and solutions they need to better focus on helping their clients pursue their own financial goals.

Vision:

Your Vision Is Our Mission

As a tax and accounting professional who has successfully integrated wealth management into your practice, you have a unique perspective on your clients' financial pictures. It's a difference that gives you an insight well beyond that of most financial advisors; an in-depth understanding that puts you in the ideal position to be your clients' financial quarterback.

As the premier broker-dealer focused on building the practices of independent tax and accounting professionals like you, Cetera Financial Specialists has a unique perspective on what it takes to help you thrive in today's ultra-competitive marketplace. We deliver the technology, insight, support and expertise you need not only to provide the highest level of service to your clients, but also to help you build the business you want and achieve your vision of success.

And because we believe you and your vision are the most valuable assets to your practice, we go well beyond merely supporting your business—we support your independence.

History: Founded in 1981

KEY Facts:

Total representatives and financial advisors—1,800
Assets under administration—$14 billion
Year founded—1981
Average management team tenure in financial services—17 years

Asset Under Management: $14 billion

Member: FINRA, SIPC

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