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

Wirehouse Advisors

Wirehouse Advisors

We have worked with advisors transitioning from wirehouse firms. We are very familiar with your concerns, have offices you can be housed in immediately if you so choose, and have the know-how to help you through a smooth transition.

Here are some of the resources you will have at BAR Financial:

  • Full back office support.
  • An award-winning wealth management technology platform.
  • Flexibility to create your own individual brand.
  • A full menu of product offerings to provide best practice solutions for your clients. 
  • Consultative compliance with full explanations and efficient turnaround – not just a lot of “NOs.”
  • Competitive independent firm payouts based on the service model you need.
  • A turnkey marketing system which includes a library of pre-approved materials and campaigns for client contact, prospecting, and social media posting.

 

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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.

 

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