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FUNDRAISING NEWS | November 15, 2024

Cetera Adds FL Credit Union’s Eglin Wealth Mgmt to Advisor Network

Tags: Personnel, Financial Advisor Move

Cetera Financial Group announced that it has entered into a networking agreement with Fort Walton Beach, FL-based Eglin Federal Credit Union wherein Eglin Wealth Management will operate within the Cetera advisory network. 

Eglin’s member-focused investment program will align with the Cetera Financial Institutions platform through the agreement. Founded in 1954, Eglin FCU serves 125,000 members with more than $2.8B in assets as of September 30.

Cetera’s last move in Florida came with the addition of $151M Sun City-based advisor Southshore Wealth Management, which joined Cetera Advisor Networks in July.

Source: https://cetera.com/press-room/cetera-welcomes-eglin-federal-credit-union

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