Bernard Ackerman, financial advisor Rock Hill SC

Bernard Ackerman

CRD Number: 3103002
Current Firm: Bna Wealth

Bernard Ackerman (CRD# 3103002) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 24 years of experience in the finance industry. Bernard Ackerman 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.

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Professional Designations
Company Name Location Dates Years
Bna Wealth Rock Hill, SC Apr 2022 - Current 1
Bernard N Ackerman Cpa Pa Rock Hill, SC Dec 1977 - Current 46
Consolidated Investment Advisors LLC Charlotte, NC Jul 1998 - Apr 2022 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Bernard N. Ackerman
Phone Number: 803-324-7100
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $809,763
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
  • Pension consulting services
Types of Clients
Registered States

NC, SC

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