BAR Financial professionals have been managing successful bank and credit union retail investment programs for over 20 years. Our hands-on support services include:
Our well-coordinated plan for recruiting new investment representatives includes partnering with financial institutions and managing the front-end interview process. We screen the resumes, conduct preliminary interviews and inquire into the regulatory history of the applicant as reported to FINRA.
Our strong local presence plays a crucial role in the success of your investment program. In addition to the hands-on sales and compliance support you receive from our regional offices, Financial Network's Resource Center staff is thoroughly trained to answer investment representatives' questions immediately.
We are unique in our ability to monitor, diagnose, modify and then report to the financial institution senior management, or designated program manager, on the progress of their program.
Financial Network pays commissions on a weekly basis. Your management team will receive a Monthly Business Report that shows business written in that month and a Quarterly Call Report that shows business paid.
BAR Financial's local support team is involved in every aspect of daily brokerage operations. In addition, our broker/dealer's more than 100 knowledgeable operations professionals are committed to supporting our representatives’ brokerage business. We execute orders through Pershing, one of the largest clearing firms in the United States.