Brett Bernard, financial advisor Troy MI

Brett Bernard

CRD Number: 1296135
Current Firm: Charles Schwab & Company, Inc.

Brett Bernard (CRD# 1296135) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Troy, MI and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade, Inc. Troy, MI Jul 2021 - Current 2
Charles Schwab Bank Troy, MI Oct 2013 - Current 10
Charles Schwab & Company,inc Troy, MI Apr 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Brett A. Bernard
Phone Number: 415-667-7000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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