Dustin BernalCRD Number: 6058614
Current Firm: Strategic Advisers, Inc.
Dustin Bernal (CRD# 6058614) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Apr 2012 - Current||5|
|Wells Fargo||Salt Lake City, UT||Aug 2009 - Apr 2012||2|
|Talon Loans||Ogden, UT||Apr 2010 - Mar 2012||1|
|Mainpoint Mortgage||Ogden, UT||Mar 2006 - Apr 2010||4|
|Teazers Sports Bar & Grill||Ogden, UT||Jun 2007 - Dec 2009||2|
|Citi Financial||Layton, UT||Sep 2008 - Nov 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY