George Elkin Joins Cetera Advisor Networks with $269M AUA
Cetera Welcomes George Elkin to Advisor Networks
George Elkin has joined Cetera Advisor Networks, enhancing the firm's capacity with a significant $269 million in assets under administration. His affiliation with North Ridge Wealth Planning LLC also strengthens the collaborative landscape at Cetera, where seasoned professionals come together to support each other in providing rich financial services.
Reasons for the Move
After a long tenure at American Portfolios, changes prompted George to seek an environment that aligns more closely with his professional values. "Finding North Ridge and Cetera was like discovering a home for my practice. Here, I'm surrounded by individuals committed to the same client-centric ethos that has guided my career for over three decades," he stated. His nephew, Josh Elkin, joins him at Cetera in providing comprehensive financial guidance to their clientele, building on their nearly 40 years of combined experience.
Support Through Collaboration
Matt Levy, CEO of North Ridge Wealth Planning, expressed enthusiasm about the new partnership, highlighting the importance of collaboration and support among independent advisors. He remarked, "We're dedicated to ensuring that our advisors thrive and succeed—George and Josh's addition to our team is a testament to our commitment. We’re eager to aid them in expanding their practices and attaining financial milestones for their clients."
The Path Ahead
As George and Josh make this transition, they carry with them extensive qualifications, including numerous registrations in the financial services sector. Their expertise brings a wealth of knowledge and insight to the Cetera community. This recruitment not only adds to the North Ridge team but also reflects the growing interest in Cetera as a viable option for advisors seeking to optimize their practice.
Cetera Financial Group: A Brief Overview
Cetera Financial Group represents a robust community of independent advisors committed to enhancing wealth management and financial planning services. The firm is designed to empower financial professionals to deliver excellent outcomes while retaining control over their practice. This is achieved through innovative solutions and unwavering support, making it a distinguished player in the financial advisory industry.
Strength in Numbers
With a network of approximately 12,000 financial professionals and a substantial asset portfolio—over $521 billion in assets under administration—Cetera stands as a leader in financial advisory services. Their dedication to advisor satisfaction is evidenced by a high rating of 4.8 out of 5 stars in recent surveys, showcasing a thriving environment for financial professionals.
Frequently Asked Questions
Who is George Elkin?
George Elkin is a seasoned financial advisor with over three decades of experience, recently joining Cetera Advisor Networks with $269 million in AUA.
What does Cetera Financial Group do?
Cetera Financial Group provides solutions and support for independent financial advisors, helping them operate effectively and grow their practices.
What is the significance of the $269 million in AUA?
This figure represents the assets under administration managed by George Elkin and his nephew, showcasing their established practice and client trust.
How does North Ridge Wealth Planning support its advisors?
North Ridge Wealth Planning offers a collaborative network where advisors receive essential support and resources to enhance their practice and client services.
What experience do George and Josh Elkin bring to Cetera?
Together, George and Josh bring nearly 40 years of combined financial services experience, enhancing the expertise within Cetera Advisor Networks.
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