Totus Wealth Management Earns Cetera Circle of Excellence Award for Fourth Consecutive Year
"Receiving this recognition for the fourth year in a row is an incredible honor," said James Starnes, President & CEO of Totus. "It's a direct reflection of the trust our clients place in us and the dedication of our entire team. At Totus, we are committed to delivering personalized advice and holistic planning that helps our clients live the life they can imagine - financially and beyond."
About Cetera Financial Group®
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 approximately 12,000 financial professionals and their teams, Cetera oversees more than $545 billion in assets under administration and $235 billion in assets under management, as of September 30, 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.
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"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and 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 is under separate ownership from any other entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.
With headquarters in Houston, TX, Totus Wealth Management is a different kind of wealth management firm, one focused on the totality of a client's financial portfolio. Specializing in retirement planning, insurance planning, and financial independence, their philosophy is built on the idea that they consider the totality of a financial portfolio and goals to provide more comprehensive guidance. Totus aims to help clients live the life they can imagine and empowers their advisors to build the business they can imagine.
Media Contact
Kimberly O'Hara, Totus Wealth Management, 1 832.663.6055, kohara@totuswm.com, https://www.totuswm.com/
SOURCE Totus Wealth Management
The Cetera Financial Group's Circle of Excellence recognition was awarded to Totus Wealth Management; it is not a guarantee of future investment success and should not be construed as an endorsement of by any client.