Skip to main content

  • Home
  • Meet Us
    • Our Firm
    • Our Team
    • Financial Institutions
    • Our Broker Dealer
    • Custodian
  • Advisors We Serve 
    • Independent Advisors
    • Wirehouse Advisors
    • Insurance Based Advisors
    • Established Practices
    • Growing Practices
    • Ensemble Practices
    • Financial Institutions
  • Acquire & Retain Clients 
    • BAR Academy
    • Turnkey Marketing
    • Wealth Management Solutions
    • Advanced Planning Group
    • Research
  • Succession Planning
  • How We Deliver
    • Back Office Support
    • Technology Platform
    • 90 Day Transition Process
  • In The News
  • Contact

    You are here

  1. Home
  2. Advisors We Serve
  3. Independent Advisors

Independent Advisors

Independent BD Advisors

Finding the right home for your business can be a big undertaking. It may sound like everyone sounds the same and seems to be offering the same benefits. The key is to focus on what YOU really want and need.

At BAR, you will find:

  • A service model that combines the hands on support of a smaller firm with access to the deep institutional resources of a large broker-dealer. 
  • Proven resources to help accelerate your growth and focus on your profitability.
  • A supportive team in contact with you often and devoted to your continuous success.
  • Freedom to determine your own revenue model and to select wealth management solutions that work best for you.
  • Consultative compliance with full explanations and efficient turnaround – not just a lot of “NOs.”
  • Access to resources for financial assistance to enable your own practice acquisitions.
  • An award-winning wealth management technology platform.
  • A turnkey marketing system, which includes a library of pre-approved materials and campaigns for client contact, prospecting, and social media posting.

But don’t take our word for it…

Majdah alQuhtani - Advisor

logo-footer.png

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

© 2025 BAR Financial. All rights reserved.

Website Design For Financial Services Professionals