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/PRNewswire/ -- Chantalle Couba, a financial services industry veteran, has joined Cetera Financial Group as the Joint Chief Inclusion and Diversity Officer...
Totus Wealth Management Launches with Cetera Texas-based team supports $2.4 Billion in Assets News provided by Share this article Share this article LOS ANGELES, May 5, 2021 /PRNewswire/ -- Cetera, a leading financial advice firm, has announced the affiliation of the newly launched Totus Wealth Management. The Texas-based team supports a reported $2.4 billion in wealth management assets. Led by President & CEO, James Starnes, the practice offers full-service financial planning, a complete suite of wealth management services and an array of insurance and protection products. With the need ...
Cetera Launches Advisory Council to Promote Diversity in Financial Advice News provided by Share this article LOS ANGELES, April 22, 2021 /PRNewswire/ -- Cetera today announced the formation of a council for financial professionals devoted to forwarding diversity and inclusion in the field of financial advice, an industry for which equal access and diverse representation is especially needed. Cetera's DEIB strategy centers around three primary areas: with employees, with financial professionals, and in philanthropy. Stephen Oliver, Fanci Worthington "Central to our purpose is the desire t...
Former B2B Software CEO and Dealmaker, James Filsinger, Joins Ponterra Business Advisors Business Growth Expert and Negotiator to Join Senior Team to Support Firm's Growth News provided by Share this article Share this article SAN JUAN, Puerto Rico, April 14, 2021 /PRNewswire/ -- Ponterra Business Advisors (Ponterra), a cross-border-focused B2B software, data and services industry middle market investment bank, is pleased to announce that James Filsinger has joined the company as managing director. "Ponterra is unique in that the firm's principals, once business leaders and operators thems...
Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC News provided by Share this article Share this article LOS ANGELES, April 13, 2021 /PRNewswire/ -- Cetera has announced the affiliation of The Advisors LLC, a full-service wealth management practice with offices spread throughout Western Pennsylvania. Led by President and Financial Advisor, Bryan Davis, the firm currently supports a reported $340 million in assets ($150 million AUM and $190 million brokerage assets) with a focus on retirement, wealth management and estate planning. Davis will be joined by a team of fo...