Christopher Bernard (CRD# 4887587) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 18 years of experience in the finance industry. Christopher Bernard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 4896689
J.p. Morgan Securities LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bcs Private Wealth Management | Atlantic Highlands, NJ | Apr 2015 - Current | 9 |
Western International Securities | Atlanic Highlands, NJ | Jun 2009 - Current | 14 |
Bernard Caroli Wealth Management, Inc. | Atlantic Highlands, NJ | Jun 2009 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- NJ
-
Total Assets Under Management340MILLIONS
-
Total Number of Accounts509ACCOUNTS
-
Average Account Value$667,700
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, MD, NH, NJ, NY, TX
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