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Peter Bell joins Summit Financial Networks via LPL Financial LLC
SAN DIEGO, Dec. 21, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Peter Bell, CFP** has joined Cetera Advisor Networks via Summit Financial Networks. Bell provides comprehensive financial planning and investment advice to clients and had almost $112 million in assets under administration* as of Nov. 6, 2023.
“Over the past 30 years practicing in the industry, I’ve built an extensive client base who trust me to make the best possible decision for their financial well-being. I feel confident placing that trust back in both Cetera Advisor Networks and Summit Financial Networks,” Bell said. “I’m pleased with the unique, family-like culture of Summit and impressed with the resources and support available through Cetera – and I know both will greatly help my practice and my clients for years to come.”
“Welcoming Peter to Summit Financial Networks is yet another indication of our ability to attract high-quality talent,” said Summit Financial Network President Marshall Leeds. “Peter’s dedication to the success of his clients aligns well with our culture, and we’ve already enjoyed his inclusion into our community of talented financial professionals. I look forward to supporting him and his practice and seeing how both continue to thrive here.”
Based in Chico, Calif., Bell has 30 years of experience in the industry and holds his Series 6, Series 7, Series 26 and Series 63 registrations. He founded Liberty Bell Financial Group, which provides investment management and strategic wealth planning to people, families and businesses. The firm places a strong emphasis on getting to know clients on a more personal level in order to help them make better informed financial decisions. When he isn’t working, Bell gives back to his community by serving on the board of the Butte Humane Society, a nonprofit agency dedicated to bringing humanitarian care to animals in Butte County, Calif.
Click here for more information about Cetera Advisor Networks and click here for more information about Summit Financial Networks.
About Cetera Financial Group®
Cetera Financial Group (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 more than 9,000 financial professionals and their teams, Cetera oversees approximately $374 billion in assets under administration and $145 billion in assets under management, as of September 25, 2023. In a recent advisor satisfaction survey of more than 21,000 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.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, Twitter and Facebook.
“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, 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 FINRA/SIPC members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
*Value approximated based on asset holding details provided to Cetera.
**Summit Financial Networks is a region of Cetera Advisor Networks LLC. Registered Representative offering securities through Cetera Advisor Networks, a broker/dealer and FINRA/SIPC member, and advisory services through Cetera Investment Advisers, LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
SOURCE Cetera Financial Group
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