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Financial Institutions

Financial Institutions

We have the resources, experience and track record that financial institutions need to launch successful investment services programs.

Here are some of the ways we stand out:

  • BAR Financial professionals have been managing successful bank and credit union investment programs for 30 years.  
  • We have developed a proven service model and best practices for financial advisors to work with their investment program clients.
  • We know how to make investment programs work for the long term. We have designed win-win-win strategies – for the financial institution, your clients and the financial advisor. When everyone benefits, the program works.
  • We have extensive resources and an experienced home office to serve you. Cetera Advisor Networks LLC, our Broker Dealer, is one of the largest providers of investment services to banks and credit unions in the nation.  
  • We have developed a track record of best practices for financial institution investment programs. BAR Financial is the largest region of Cetera in terms of financial institution production and has been the #1 region for over a decade.
  • We provide hands-on, local service including comprehensive coaching, training and systematized approaches, due diligence, compliance, and distinctive marketing.

 

Download our Competitive Advantage brochure for more information on Program Management for our Financial Institution Partners 

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Online Privacy Policy | Important Disclosures | Business Continuity | Order Routing Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

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