Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Griffith is a financial professional with over 25 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Bernard has a deep understanding of investment strategies and financial planning. He holds the Series 6, 7, 63 and 66 licenses as well as the SIE designation. Bernard is committed to helping his clients achieve their financial goals. He specializes in working with individuals, families, and small businesses.
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
TX
01/22/2016 - Present
Cambridge Investment Research Advisors, Inc. (Keller TX)
TX
05/17/1995 - 01/26/2016
WOODBURY FINANCIAL SERVICES, INC. (KELLER TX)
CA
06/06/1994 - 05/18/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BOTH
Issued 06/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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