William Berner, financial advisor Bend OR

William Berner

CRD Number: 19879
Current Firm: Integrated Advisors Network LLC

William Berner (CRD# 19879) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Bend, OR and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Advisors Network, LLC Palos Verdes Estates, CA Oct 2019 - Current 4
Ubs Financial Services Inc. Bend, OR Jun 2010 - Oct 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1980
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for William F. Berner
Phone Number: 855-729-4222
Registered State(s):
  • CA
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    3,554
    MILLIONS
  • Total Number of Accounts
    11,258
    ACCOUNTS
  • Average Account Value
    $315,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA

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