Advisors from two separate firms are joining forces to launch a new office for Totus Wealth Management, which has been affiliated with Cetera since 2021.
The metro Atlanta office brings together Raymond Bardoul and Brian Fox with a combined $327 million in assets under administration. Bardoul was previously with MML Investment Services and Fox was with Capstone Financial.
Bardoul founded Bardoul & Associates and served as its president. He has more than 34 years in the industry. Fox was senior vice president and director of financial planning at Capstone for almost six years.
"As a team, Brian and I are hyper-focused on serving our clients' needs to the absolute best of our ability,” said Bardoul. “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."
The advisors will be joined by representatives Doug Stefanini, Adam Corwin, and Tim Bonner.
"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."
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Also, CAPTRUST adds a $300 million planning team from Sanctuary in its home market of Raleigh, and Sequoia Financial Group buys a Boulder family office.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
