Evan Bernardy (CRD# 7021370) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 5 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Novato, CA | Jun 2024 - Current | < 1 |
Bank Of America, N.a. | San Francisco, CA | Apr 2019 - Jun 2024 | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Mar 2019 - Jun 2024 | 5 |
Extended Travel | Novato, CA | Jul 2018 - Mar 2019 | < 1 |
Saint Mary's College Of California | Moraga, CA | May 2017 - Jul 2018 | 1 |
Saint Mary's College Of California | Moraga, CA | Aug 2014 - Jul 2018 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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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