Raymond Bardoul and Brian Fox launch Atlanta office of Totus Wealth Management
LOS ANGELES, Oct. 10, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Raymond Bardoul** and Brian Fox**, have joined Cetera Advisors via Totus Wealth Management (Totus). Based in metro Atlanta, Ga., the Bardoul and Fox partnership was previously affiliated with MML Investors Services and will launch an Atlanta office for Totus, which affiliated with Cetera in 2021 and has since continuously grown its assets and advisors. Both Fox and Bardoul provide comprehensive financial planning and investment advice to clients and combined have more than $327 million in assets under administration* as of August 23, 2023.
"The decision to affiliate with Cetera was made simple by Cetera Advisors and Totus Wealth Management," Bardoul said. "As a team, Brian and I are hyper-focused on serving our clients' needs to the absolute best of our ability. We're thrilled with the model offered by Cetera Advisors and Totus that will allow us to continue enhancing the excellent service we offer clients – without any limitations or restrictions."
"We couldn't be happier with the service we've already received from both Cetera Advisors and Totus," Fox added. "They made the affiliation process smoother than we could have anticipated – meaning that Raymond and I never had to skip a beat when it came to aiding our clients. We look forward to moving forward with our positive relationship with Cetera and are excited to see what we can accomplish in this empowering independent model."
"The addition of such an influential team is yet another example of how top advisors today prefer the independent model with dedicated support and resources that Cetera's communities provide," said John Pierce, head of business development at Cetera. "I look forward to seeing how Brian and Raymond's already stellar client service grows and enhances further within Totus Wealth Management and Cetera Advisors."
Bardoul comes to Cetera from MML Investors Services with more than 34 years in the field. He founded Bardoul & Associates, Inc., where he served clients as president. Fox, who has more than 20 years of experience in the industry, comes to Cetera from Capstone Financial, LLC, where he's served as senior vice president and director of financial planning for almost six years. Fox and Bardoul have partnered since 2016.
While Fox and Bardoul's affiliation with Totus Wealth Management has launched its Atlanta office, the two will soon be joined there by representatives Doug Stefanini,** Adam Corwin** and Tim Bonner.** This follows a track record of exponential growth for Totus Wealth Management. In September 2022, Burrows Capital Advisors, a $3 billion AUA team led by industry veteran Don Burrows, joined Totus from Hilltop.
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About Cetera Financial Group®
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Home to more than 9,000 financial professionals and their teams, Cetera oversees approximately $374 billion in assets under administration and $145 billion in assets under management, as of September 25, 2023. In a recent advisor satisfaction survey of more than 21,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are FINRA/SIPC members. Located at: 655 W. Broadway, 12th Floor, San Diego, CA 92101.
Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms 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.
*Value approximated based on asset holding details provided to Cetera.
**Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
SOURCE Cetera Financial Group