Brent Bernd, financial advisor Souderton PA

Brent Bernd

CRD Number: 2062636
Current Firm: Prudential Financial Planning Services

Brent Bernd (CRD# 2062636) is an Investment Advisor Representative working at Prudential Financial Planning Services in Souderton, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America Souderton, PA May 1990 - Current 33
Pruco Securities, LLC Souderton, PA May 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Brent E. Bernd
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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