Los Angeles, CA – Atlantic Investment Advisory Group, a father-son, former Marine team based in Hilton Head Island, SC, has joined the Summit Financial Networks Region of Cetera® Advisor Networks, LLC., supporting over $137 million in assets.
Guided by a disciplined military background, the team adopts a commander’s intent to financial planning by stating intentions, describing what constitutes success and executing with purpose and agility so plans and strategies evolve with clients’ lifestyles and the ever-changing investment environment. The firm joined Cetera’s Summit Financial Networks Region to focus on growth, recruiting, enhanced service and operational excellence.
Marc Stuckart, Managing Partner said, “Cetera offers us a strong path to growth, with an ability to focus on our unique needs and opportunities while providing the scale and resources of a large organization. We’re thrilled to take advantage of new technology and operational resources, and we still get a personal phone call when needed. It’s those fundamentals that matter to us as we deliver that same elite service to the clients we serve.”
Tom Taylor, President of Cetera Advisor Networks, of which the Summit region is a part, said, “Marc and Creighton have extensive training in the military, financial services and in business. Their focus on growth with a defined financial process will enable them to deliver an Advice-Centric Experience® to more investors at a time when advice is most needed.
Cetera plans to continue attracting top talent in the financial profession including financial advisors, tax professionals, banks and credit unions and regional teams (OSJs) with a focus on driving growth, a superior service experience, and the delivery of an Advice-Centric Experience.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"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), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
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