Totus Wealth Management Launches with Cetera
Texas-based team supports $2.4 Billion in Assets
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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 for greater representation within our profession and access to sound financial guidance ever increasing, Cetera and Totus are aligned in creating opportunity for multi-generational and diverse financial professionals. Both firms are committed to advancing the profession and expanding the delivery of an Advice-Centric Experience® to more investors.
Cetera Launches Advisory Council to Promote Diversity in Financial Advice
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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 to help as many Americans achieve their version of financial well being. That purpose exists without regard for gender,race, ethnicity or ability. It is time for us all to make a sustained commitment toward building a profession that truly lives into its purpose and seeks to mirror the next generation of clients. This financial professional-led council is a wonderful example of the type of le
Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC
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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 four producing financial professionals. In addition to financial planning, he is also a Certified Estate Planner and has nearly 30 years experience in financial services and founded the practice in 1998 with a primary focus on offering comprehensive financial planning for individuals and small businesses throughout the United States. Specialty areas include retirement planning, wealth managem
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Cetera Welcomes Industry Bancshares’ Six Texas Banks
March 11, 2021 GMT
Cetera Financial Group (PRNewsfoto/Cetera Financial Group)
LOS ANGELES, March 11, 2021 /PRNewswire/ Cetera® has announced Industry Bancshares has joined its financial institutions community. Industry Bancshares is a holding company comprised of six different local bank charters with more than 27 offices located in rural communities throughout the state of Texas. The community banks reports supporting nearly $6 billion in deposit assets and $46 million in assets under management.
Industry Bancshares Program Manager and financial professional, Bo Thibodeaux, shared, “We are excited about the switch to Cetera as it’s one of the leading financial advice firms in the bank and credit union landscape.” He continued, “Earlier in my career, I was affiliated with Cetera and had the opportunity to serve as part of i
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