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Former Cambridge Advisor with $47 Million in Assets Joins Cetera Financial Group

Former Cambridge Advisor with $47 Million in Assets Joins Cetera Financial Group. Adviser, broker, broker-dealer, financial services, investment adviser, LPL Financial, registered investment adviser, RIA
Former Cambridge Advisor with $47 Million in Assets Joins Cetera Financial Group. Adviser, broker, broker-dealer, financial services, investment adviser, LPL Financial, registered investment adviser, RIA

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Kathryn Duclo has joined Cetera Advisor Networks via BAR Financial LLC.

Duclo provides comprehensive financial planning and investment advice to clients and had approximately $47 million in assets under administration as of Aug. 22, 2023.

Based outside San Francisco, California, she was previously affiliated with Cambridge Investment Research Inc.

“Partners Eric Huck, Anthony Tarantino and I couldn’t be more pleased to welcome Kathryn both to BAR Financial and Cetera Advisor Networks,” said BAR financial partner John Brackett. “BAR Financial is an ideal home for advisors looking for boutique-style support in achieving their visions of success both for their firms and their clients. We have no doubt Kathryn will fit in well and we look forward to working with her to achieve her goals.”

Before becoming a financial planner, Duclo worked in the banking industry in both lending and loss mitigation for more than 20 years. Since joining the financial planning industry in 1997, Duclo has used her variety of financial service skills to both grow her firm and offer her clients unparalleled service. In her community, Duclo has served as president of the Manteca Hospice of San Joaquin Auxiliary and has also served on several board committees, including The Stockton Business Leadership Summit, the board for the Consumer Credit Counseling, the MDRT Foundation and The Million Dollar Round Table – a premier association of financial professionals.

Cetera purchased BAR Financial in January 2021. Before then, the firm operated independently as a region within Cetera Advisor Networks. At the time of purchase, BAR worked with approximately 300 independent financial advisors and other professionals and had nearly $4 billion in assets under management on Cetera’s My Advice Architect advisory platform.

Cetera Financial Group serves more than 9,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $374 billion in assets under administration and $145 billion in assets under management.

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