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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Richard Bernard is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Adam has been in the industry since September 21, 2016, and has held registrations with Equitable Advisors, LLC. Adam is registered in Alabama, California, Colorado, Florida, Maryland, New Hampshire, Ohio, and Texas. Adam holds the Series 66, Series 7, Series 24 and SIE licenses. Adam is also a Certified Financial Planner. Adam is an investment advisor representative of Cambridge Investment Research Advisors, Inc. Adam provides financial planning, portfolio management for individuals and businesses, and pension consulting. Adam also offers educational seminars and market timing services. Adam has a strong track record of providing investment advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/09/2024 - Present
Cambridge Investment Research Advisors, Inc. (Boardman OH)
FL
09/22/2016 - 07/19/2023
EQUITABLE ADVISORS, LLC (ORLANDO FL)
BOTH
Issued 02/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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