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Cetera Makes Strategic Investment in CCR Wealth Management; $2 5B AUM Practice Led by Top Advisor David Borden

Cetera Acquires Financial Services Firm BAR Financial LLC

Cetera Acquires Financial Services Firm BAR Financial LLC Ownership Model Chosen as BAR s Succession Strategy for Continued Growth News provided by Share this article LOS ANGELES, Jan. 13, 2021 /PRNewswire/  Cetera ® has acquired BAR Financial, a financial services firm comprising nearly 300 independent financial professionals, 25 employees, and nearly $4 billion AUM on Cetera s My Advice Architect ® advisory platform. Through this transaction, the details of which were not disclosed, BAR has transitioned to become a Cetera-owned, region-managed group, allowing BAR to retain its brand autonomy while directly benefiting from the resources and scale Cetera offers. Pictured L to R: John Brackett, Eric A. Huck, Anthony Tarantino

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