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July 29, 2015 5:25 PM ET

Capital Markets

Company Overview of Cetera Investment Services LLC

Company Overview

Cetera Investment Services LLC, a broker-dealer and RIA company, provides customized investment and insurance solutions to financial institutions in the United States. The company offers solutions in the areas of education and training, practice management, sales support, marketing, and compliance for financial professionals; and wealth management programs. It serves banks and credit unions. The company was formerly known as PrimeVest Financial Services, Inc. and changed its name to Cetera Investment Services LLC in December 2012. The company was founded in 1984 and is headquartered in Saint Cloud, Minnesota. Cetera Investment Services LLC operates as a subsidiary of Cetera Financial Group, ...

400 1st Street South

Suite 300

Saint Cloud, MN 56301

United States

Founded in 1984

Phone:

320-656-4300

Fax:

320-656-4002

Key Executives for Cetera Investment Services LLC

Chief Executive Officer and President
Chief Financial Officer
Director of Operations
Senior Vice President of New Business Development
National Sales Director
Compensation as of Fiscal Year 2015.

Cetera Investment Services LLC Key Developments

Cetera Financial Institutions to Provide Broker-Dealer Services and Solutions to the Valley National Bank

Cetera Financial Institutions has announced that it will provide broker-dealer services and solutions to the wealth management programmes of Valley National Bank.

Cetera Financial Institutions Appoints Bobby Huddleston as Senior Vice President of New Business Development

Cetera Financial Institutions announced the addition of Bobby Huddleston as Senior Vice President of New Business Development, effective immediately. In this role, Mr. Huddleston will oversee the recruitment of bank and credit union-based investment programs to the Cetera Financial Institutions platform. Mr. Huddleston, based in Buffalo, New York, will serve the northern part of the United States. Mr. Huddleston's appointment follows the company's mid-February announcement highlighting the hiring of Kyle Hallman as Senior Regional Vice President of Business Development. Mr. Hallman's responsibilities include oversight for recruiting wealth management programs for financial institutions within the southern United States. Prior to joining the company, Mr. Huddleston was Regional Director and Senior Vice President for Investments for National City Bank, where he managed 27 financial advisors and 154 licensed bankers throughout 154 retail bank branches.

Cetera Financial Institutions Appoints Kyle Hallman as Senior Regional Vice President of Business Development

Cetera Financial Institutions, a member of Cetera Financial Group, announced the addition of Kyle Hallman as Senior Regional Vice President of Business Development, effective immediately. In this role, Mr. Hallman will oversee the recruitment of bank and credit union-based investment programs to the Cetera Financial Institutions platform. Prior to joining Cetera Financial Institutions, Mr. Hallman worked for Synovus Securities and managed 60 financial advisors.

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