Lawrence Bernert, financial advisor Norfolk VA

Lawrence Bernert

CRD Number: 2386213
Current Firm: Wilbanks, Smith & Thomas Asset Management, LLC

Lawrence Bernert (CRD# 2386213) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wilbanks, Smith & Thomas Asset Management LLC Norfolk, VA Oct 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Lawrence A. Bernert
Phone Number: 757-623-3676
Registered State(s):
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    4,755
    MILLIONS
  • Total Number of Accounts
    5,210
    ACCOUNTS
  • Average Account Value
    $912,579
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

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