Managing Director
Current
Jan 2024 - Present
AeroLeads people directory · profile
Gregory Brackett Email & Phone Number
Managing Director, BAR Financial
at
BAR Financial, LLC
1 work email found
@barfinancial.net
7 phones found area 925, 510, 530, and 541
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, BAR Financial
Location
Concord, California, United States
Company size
Who is Gregory Brackett? Overview
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Quick answer
Gregory Brackett is listed as Managing Director, BAR Financial at BAR Financial, LLC, a with 25 employees, based in Concord, California, United States. AeroLeads shows a work email signal at barfinancial.net, phone signal with area code 925, 510, 530, 541, and a matched LinkedIn profile for Gregory Brackett.
Gregory Brackett previously worked as Managing Director at Bar Financial, Llc and Vice President at Bar Financial, Llc. Gregory Brackett holds B.S., Management & Conflict Resolution from California State University, Chico.
Company email context
Email format at BAR Financial, LLC
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{first_initial}{last}@barfinancial.net
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AeroLeads found 1 current-domain work email signal for Gregory Brackett. Compare company email patterns before reaching out.
Profile bio
About Gregory Brackett
At BAR Financial, we provide cutting edge knowledge, resources and solutions backed by over 160 years of front line experience that enable our advisors to reach their vision of ultimate success and prosperity. We believe that independence means giving you the freedom to choose your course, while giving you the tools necessary to thrive. Registered representative of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. California Insurance License #0E01302 Cetera is under separate ownership from any other named entity.Specialties: Local Support Teams, Marketing: branding, graphic design & targeted marketing campaigns, Transition Assistance, Superior Advisory Platform, BAR Academy: A comprehensive business building & coaching program, Partnership Alliances, Advanced Market Consulting.
Listed skills include Investments, Mutual Funds, Financial Services, Series 7, and 12 others.
Current workplace
Gregory Brackett's current company
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Bar Financial, Llc
6 roles · 30 years
Gregory Brackett work experience
A career timeline built from the work history available for this profile.
Vice President
CurrentBAR Financial, LLC, is an independently owned and managed financial services firm that partners with independent financial advisors and financial institutions who desire to grow their brokerage and advisory business more efficiently. Registered Representative of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. BAR Financial LLC is a region of Cetera Advisor Networks LLC. CA Insurance License #0E01302
Apr 1999 - Present
Regional Director
Current
Cetera Advisor Networks
Managed advisors in both the Financial Advisor Division (FAD), and the Financial Institution Division (FID). Co-Managed Financial Institutions (FI) in a Region producing more than $50M in Gross Dealer Concession. Strong Interagency Statement and Letter 150 interpretation and application on retail sales of non-deposit investment products within FI Channel. Responsible for recruiting, training, transitioning of new financial consultants. Designed and implemented custom business plans for FAD and FID representatives. Project Manager for transition team during broker-dealer acquisition. Oversaw and conducted over 100 annual hands-on training and educational programs. Guided account transfer process, systems training, license/registration transfer, and policy and procedure review for all new representatives. Mentored new Registered Principles during probationary period, focusing on account review, forms processing, utilizing resources, and sales office inspections.Registered Representative of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. BAR Financial LLC is a region of Cetera Advisor Networks LLC. CA Insurance License #0E01302
Jan 2013 - Present
Regional Manager
Managed advisors in both the Financial Advisor Division (FAD), and the Financial Institution Division (FID). Co-Managed Financial Institutions (FI) in a Region producing more than $50M in Gross Dealer Concession. Strong Interagency Statement and Letter 150 interpretation and application on retail sales of non-deposit investment products within FI Channel. Responsible for recruiting, training, transitioning of new financial consultants. Designed and implemented custom business plans for FAD and FID representatives. Project Manager for transition team during broker-dealer acquisition. Oversaw and conducted over 100 annual hands-on training and educational programs. Guided account transfer process, systems training, license/registration transfer, and policy and procedure review for all new representatives. Mentored new Registered Principles during probationary period, focusing on account review, forms processing, utilizing resources, and sales office inspections. Registered Representative of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. BAR Financial LLC is a region of Cetera Advisor Networks LLC. CA Insurance License #0E01302
Apr 1999 - Jan 2024
Compliance Analyst
Monitor investment portfolios and test for compliance with investment restrictions derived from fund disclosure, regulatory and contractual requirements. Conducted daily, periodic and special compliance reviews.
1998 - 1999
~1 yr
Compliance Analyst
Perform daily portfolio compliance analysis of portfolios covering a wide array of investment strategies. Investigate and research compliance exceptions and perform manual monitoring as required. Complete testing of investment advisor activity to identify potential regulatory and / or policy violations.
1997 - 1998
~1 yr
Team & coworkers
Colleagues at BAR Financial, LLC
Other employees you can reach at barfinancial.net. View company contacts for 25 employees →
SM
Suvannha Miller
Colleague at Bar Financial, LlcWalnut Creek, California, United States
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TS
Tina Sotelo
Colleague at Bar Financial, LlcAlbuquerque, New Mexico, United States
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JB
Jon B.
Colleague at Bar Financial, LlcConcord, California, United States
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CH
Cara Hogan
Colleague at Bar Financial, LlcWestlake, Ohio, United States
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JW
Jordyn Withey
Colleague at Bar Financial, LlcCincinnati, Ohio, United States
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AC
Amirr Cabuyao
Colleague at Bar Financial, LlcMetro Davao, Philippines
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AA
Alex Ashton
Colleague at Bar Financial, LlcSan Ramon, California, United States
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DH
Danielle Hill
Colleague at Bar Financial, LlcShermans Dale, Pennsylvania, United States
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DF
Diamond Fordham
Colleague at Bar Financial, LlcPascagoula, Mississippi, United States
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EA
Eric A. Huck, Cfp
Colleague at Bar Financial, LlcMechanicsburg, Pennsylvania, United States
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Suvannha Miller
Colleague at Bar Financial, LlcWalnut Creek, California, United States
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TS
Tina Sotelo
Colleague at Bar Financial, LlcAlbuquerque, New Mexico, United States
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JB
Jon B.
Colleague at Bar Financial, LlcConcord, California, United States
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CH
Cara Hogan
Colleague at Bar Financial, LlcWestlake, Ohio, United States
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JW
Jordyn Withey
Colleague at Bar Financial, LlcCincinnati, Ohio, United States
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AC
Amirr Cabuyao
Colleague at Bar Financial, LlcMetro Davao, Philippines
View →
AA
Alex Ashton
Colleague at Bar Financial, LlcSan Ramon, California, United States
View →
DH
Danielle Hill
Colleague at Bar Financial, LlcShermans Dale, Pennsylvania, United States
View →
DF
Diamond Fordham
Colleague at Bar Financial, LlcPascagoula, Mississippi, United States
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EA
Eric A. Huck, Cfp
Colleague at Bar Financial, LlcMechanicsburg, Pennsylvania, United States
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1 education record
Gregory Brackett education
FAQ
Frequently asked questions about Gregory Brackett
Quick answers generated from the profile data available on this page.
What company does Gregory Brackett work for?
Gregory Brackett works for BAR Financial, LLC.
What is Gregory Brackett's role at BAR Financial, LLC?
Gregory Brackett is listed as Managing Director, BAR Financial at BAR Financial, LLC.
What is Gregory Brackett's email address?
AeroLeads has found 1 work email signal at @barfinancial.net for Gregory Brackett at BAR Financial, LLC.
What is Gregory Brackett's phone number?
AeroLeads has found 7 phone signal(s) with area code 925, 510, 530, 541 for Gregory Brackett at BAR Financial, LLC.
Where is Gregory Brackett based?
Gregory Brackett is based in Concord, California, United States while working with BAR Financial, LLC.
What companies has Gregory Brackett worked for?
Gregory Brackett has worked for Bar Financial, Llc, Cetera Advisor Networks, Cetera Advisor Networks Llc, Wells Fargo Bank, and Franklin Templeton Investments.
Who are Gregory Brackett's colleagues at BAR Financial, LLC?
Gregory Brackett's colleagues at BAR Financial, LLC include Suvannha Miller, Tina Sotelo, Jon B., Cara Hogan, and Jordyn Withey.
How can I contact Gregory Brackett?
You can use AeroLeads to view verified contact signals for Gregory Brackett at BAR Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Gregory Brackett attend?
Gregory Brackett holds B.S., Management & Conflict Resolution from California State University, Chico.
What skills is Gregory Brackett known for?
Gregory Brackett is listed with skills including Investments, Mutual Funds, Financial Services, Series 7, Portfolio Management, Finance, Insurance, and Marketing.
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