Adam Bernard (CRD# 6674471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winter Garden, FL and has over 7 years of experience in the finance industry. Adam 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# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2023 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2023 - Current | < 1 |
| Equitable Advisors, LLC | New York, NY | Oct 2016 - Jul 2023 | 6 |
| Axa Advisors, LLC | New York, NY | Oct 2016 - Jun 2020 | 3 |
| Aldi Inc. | Hinckley, OH | Jun 2014 - Oct 2016 | 2 |
| Ohio State University Althletics | Columbus, OH | Jun 2012 - May 2014 | 1 |
| Ohio State University | Columbus, OH | Jan 2011 - May 2014 | 3 |
| Ohio State University | Columbus, OH | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- CO
- FL
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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