Bernard SweeneyCRD Number: 7078037
Current Firm: Edward Jones
Bernard Sweeney (CRD# 7078037) is an Investment Advisor Representative working at Edward Jones in Fargo, ND and has over 3 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Ubs Financial Services Inc.
|Edward Jones||St Louis, MO||Mar 2019 - Current||4|
|Hot Spring Spas & Pool Tables 2||West Fargo, ND||Jun 2014 - Mar 2019||4|
|Student||Fargo, ND||Aug 2013 - Jun 2014||< 1|
|Kroshus Landscaping||5518 S/ 51st Ave Fargo, ND||May 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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