Steven Dalton Joins Cetera via Cetera
Wealth Partners
SAN
DIEGO, July 9, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced that Steven Dalton has
joined Cetera Advisor Networks via Cetera Wealth Partners. Dalton
provides comprehensive financial planning and investment advice to
clients and had more than $146
million in assets under administration** as of January 24, 2024.
"As I've transitioned to Cetera, I've been impressed with the
firm's ability to make the big feel small," Dalton said. "I've
appreciated partnering with a broker-dealer that makes me feel like
more than a number, while still providing me with a far-reaching
infrastructure of services and products to help me not only
maintain close client relationships, but also to grow my business.
I look forward to further benefitting my practice and, most
importantly, my clients with Cetera's help."
"I'm happy to welcome Steven to Cetera Wealth Partners and I
look forward to working with him to enhance his already robust
practice," said Tom Halloran,
president of Cetera Wealth Partners. "Cetera Wealth Partners is an
ideal fit for advisors serious about growing and providing the most
robust opportunities for clients. I know Steven's practice – and
his clients – will thrive in this environment."
Dalton holds his Series 7, Series 63 and Series 66
registrations. He runs a holistic financial planning and wealth
management service practice working mainly with retirees and those
aiming toward early retirement. When he's not working, Dalton
serves on the board of the Mary Gale Foundation, which supports
low-income women aged 65 or older in Manchester, NH.
Click here for more information about Cetera Advisor
Networks and click here for Cetera Wealth Partners.
About Cetera
Cetera Financial Group, which is owned by Cetera Holdings
(collectively, Cetera), is the premier financial advisor Wealth Hub
where financial advisors and institutions optimize their control
and value creation. Breaking away from a commoditized and
homogenous IBD model, Cetera offers financial professionals and
institutions the latest solutions, support, and services to grow,
scale, or transition with a merger, sale, investment, or succession
plan. Cetera proudly serves independent financial advisors, tax
professionals, licensed administrators, large enterprises, as well
as institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube,
Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, the following FINRA/SIPC
members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions
or Cetera Investors), and Cetera Financial Specialists LLC. Located
at: 655 W. Broadway, 11th Floor, San
Diego, CA 92101.
*Cetera Wealth Partners is a region of Cetera Advisor Networks,
LLC. Registered Representative offering securities through Cetera
Advisor Networks, member FINRA/SIPC. Advisory services offered
through Cetera Investment Advisers LLC. Cetera firms are under
separate ownership from any other entity.
**Value approximated based on asset holding details provided to
Cetera.
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SOURCE Cetera Financial Group