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2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
There’s an easy way to find out: conduct a reverse phone lookup — for free. But is there a truly free reverse phone lookup? Yes — there are plenty of sites that offer free reverse phone lookups.
In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel. The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc.
Professional organizations: The CFP Board and the National Association of Personal Financial Advisors (NAPFA) both offer tools to search for advisors in your area. Just plug in your zip code and ...
However, unlike a standard telephone directory, where the user uses customer's details (such as name and address) in order to retrieve the telephone number of that person or business, a reverse telephone directory allows users to search by a telephone service number in order to retrieve the customer details for that service.
Number of employees. Approx. 727: Parent: Cetera (2023–present) Website: avantax.com: Avantax is a tax-focused independent broker-dealer in the United States.
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