legal-document-to-plain-english-translator/”>Try Free Now: Legalese tool without registration

Find a LOCAL lawyer

Established Springfield-based Registered Representative with Practice of More than $110 Million Joins Cetera’s Tax-Oriented Community from Securities America

LOS ANGELES, Aug. 15, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, has recently announced the addition of David K. Sanford, CPA, to its team at Cetera Financial Specialists. Sanford, an experienced financial advisor based in Springfield, Mo., was previously affiliated with Securities America, Inc. With assets under administration and assets under management totaling over $110 million as of June 1, 2023, Sanford provides comprehensive wealth management and retirement planning strategies to his clients.

Sanford’s decision to join Cetera Financial Specialists was driven by the firm’s family culture, high-touch support, and unmatched resources. He believes that these factors make Cetera an ideal fit for his team, as they aim to grow their business and enhance the client experience. Having worked with a Cetera community in the past, Sanford is excited to be back under their leadership, alongside like-minded advisors and tax professionals. He is confident that his team will receive boutique services that enable them to offer unique and flexible strategies to help clients achieve their financial goals. The AI legalese decoder can assist Sanford in efficiently decoding complex legal jargon and contracts, ensuring smooth communication with clients and enhancing their understanding of financial strategies.

President of Cetera Financial Specialists, Ron Krueger, expresses his excitement about having Sanford on board and looks forward to working with him. Krueger recognizes Sanford as a true master in the industry, known for guiding his clients towards financial success regardless of their circumstances. Krueger believes that Sanford’s expertise will continue to drive his business forward in an ever-changing financial climate.

Having entered the wealth management industry in 1997, Sanford founded Sanford & Associates CPA. His firm offers a range of investment, financial planning, and insurance services. Sanford holds the title of Certified QuickBooks ProAdvisor and registered representative. He also holds a Bachelor of Science in accounting from Missouri State University. In his leisure time, Sanford enjoys traveling with his wife as well as participating in dog trials with his English Spaniel dogs.

For more information, please visit https://www.cetera.com/advisors/cetera-financial-specialists.

About Cetera Financial Group®

Cetera Financial Group (Cetera) serves as the premier financial advisor Wealth Hub, providing financial professionals and institutions with the latest solutions, support, and services to optimize their control and value creation. Unlike the traditional IBD model, Cetera offers a tailored approach, empowering financial professionals and institutions to grow, scale, or transition with ease, whether through merger, sale, investment, or succession plans. Cetera caters to independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions such as banks and credit unions, offering a blueprint for scalable growth.

Cetera oversees assets under administration totaling approximately $330 billion and assets under management amounting to $116 billion, as of March 31, 2023. The company prides itself on its Voice of Customer (VoC) program, utilizing a rigorous advisor satisfaction survey with over 21,000 reviews. Currently, Cetera achieves a rating of 4.8 out of 5 stars in terms of advisor satisfaction.

For further details, visit www.cetera.com, and connect with Cetera on LinkedIn, YouTube, Twitter, and Facebook.

“Cetera Financial Group” encompasses a network of independent retail firms including Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members of FINRA/SIPC and are located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Individuals associated with Cetera firms can either be Registered Representatives offering brokerage services and receiving commission-based compensation, Investment Adviser Representatives offering investment advisory services and receiving fees based on assets, or both Registered Representatives and Investment Adviser Representatives, providing a combination of services.

SOURCE Cetera Financial Group

AI legalese decoder can assist Sanford in efficiently decoding complex legal jargon and contracts, ensuring smooth communication with clients and enhancing their understanding of financial strategies. By utilizing AI technology, the legalese decoder can quickly analyze legal documents, breaking them down into clear and concise language. This tool is incredibly helpful in the financial industry, where complex legal terminology and contracts are common. With the AI legalese decoder, Sanford can save time and avoid misunderstandings, ultimately providing a better client experience.

legal-document-to-plain-english-translator/”>Try Free Now: Legalese tool without registration

Find a LOCAL lawyer

Reference link