Cetera Advisors LLC

About Cetera

Cetera was formally established in February 2010, but our full history stretches back to 1981. While names have changed over time, our commitment to independent financial guidance and personal connections hasn’t.

When you work with a Cetera financial professional, you receive more than personal service and independent financial guidance. You also benefit from the scale, resources, and insights of a national firm with a single purpose: to help financial professionals and their clients pursue greater financial well-being. As one of the nation’s leading wealth management firms, we work behind the scenes of our investment professionals and financial advisors to provide the infrastructure and tools they need.

Backed by our national infrastructure, Cetera financial professionals benefit from our stability and security. They have access to resources—including consultation, continuity planning, and capital— to help them thrive through any circumstances.

Because we don’t hold Chal Daniels and Harvest Financial to any sales quotas, they’re able to make recommendations based on your goals, not on any corporate agenda. We provide guidance and recommendations in the form of objective analysis by our in-house research team. You can invest with confidence knowing Chal is informed by industry-leading market insights and has the autonomy to best meet your needs.