Skip to content
The DI Wire
Click Here to Subscribe to Our Free Daily News Updates

Former MML Advisors with $327 Million in Assets Join Cetera Financial Group

Former MML Advisors with $327 Million in Assets Join Cetera Financial Group. Adviser, broker, broker-dealer, financial services, investment adviser, RIA
Former MML Advisors with $327 Million in Assets Join Cetera Financial Group. Adviser, broker, broker-dealer, financial services, investment adviser, RIA

Cetera Financial Group announced that Raymond Bardoul and Brian Fox have joined Cetera Advisors via Totus Wealth Management.

Based in metro Atlanta, Georgia, 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.

Cetera says that both Fox and Bardoul provide comprehensive financial planning and investment advice to clients and combined had more than $327 million in assets under administration as of Aug. 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.”

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.

“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.”

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.

Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $341 billion in assets under administration and $121 billion in assets under management, as of June 30, 2023.

Click here to visit The DI Wire directory page.