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Cetera Makes Strategic Investment in CCR Wealth Management; $2.5B AUM Practice Led by Top Advisor David Borden - Vimarsana News

Cetera Makes Strategic Investment in CCR Wealth Management; $2.5B AUM Practice Led by Top Advisor David Borden

/PRNewswire/ -- Cetera Financial Group, one of America's largest networks of financial professionals, announced today that it has made a strategic, minority...

Cetera Acquires Financial Services Firm BAR Financial LLC - Vimarsana News

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 au...