Unclaimed
Bernard Edward Comber is an investment advisor representative with Lincoln Investment and Capital Analysts. Bernard has been in the industry since 1993, working with clients in the Exton, Pennsylvania area. Bernard has experience working with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Bernard holds Series 7, 22, 24, 63, and SIE licenses. In addition to his work with Lincoln Investment, Bernard also owns and operates a CPA practice and a fixed life and health insurance sales business.
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.
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.
1
2
PA
07/17/2012 - Present
Lincoln Investment (EXTON PA)
PA
01/13/2003 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (EXTON PA)
NJ
05/26/1998 - 01/13/2003
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
OH
03/25/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
02/10/1998 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
NA
08/14/1985 - 12/06/1989
CENTURY 21 SECURITIES CORPORATION
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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