Home Alts News Former Securities America Advisor with $110 Million in Assets Joins Cetera Financial

Former Securities America Advisor with $110 Million in Assets Joins Cetera Financial

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that financial advisor David K. Sanford has joined Cetera Financial Specialists. Sanford, based in Springfield, Missouri, was previously affiliated with Securities America Inc.

Cetera says Sanford provides comprehensive wealth management and retirement planning strategies to clients with more than $110 million in a combination of assets under administration and assets under management as of June 1, 2023.

“Cetera Financial Specialists’ family culture paired with its high-touch support and unmatched resources make it an ideal fit for our team as we look to both grow business and enhance our client experience,” Sanford said. “I’ve worked with a Cetera community in the past and I’m excited to be back under the umbrella with like-minded advisors and tax professionals, where I know my team will receive boutique services that allow us to offer unique and flexible strategies to help clients achieve their financial goals.”

Sanford has worked in the wealth management industry since 1997, when he founded Sanford & Associates CPA. Sanford and his firm offer investment, financial planning and insurance services.

He earned a bachelor’s degree in accounting from Missouri State University.

“David is a true master in the industry, who takes real pride in guiding his clients toward financial success no matter their station in life,” said Ron Krueger, president of Cetera Financial Specialists. “In an ever-changing financial climate, his expertise has remained a constant for so many. I’m excited to welcome David aboard and look forward to working with him to continue elevating his already thriving business.”

Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 2023.

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