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Cedric Bernier

Beacon Global Advisor Network, LLC

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About Cedric Bernier

Cedric Bernier is an investment advisor representative with Beacon Global Advisor Network, LLC. Cedric is based in Villeneuve-Loubet, France. Cedric has been in the industry for over 9 years. Prior to Beacon Global Advisor Network, LLC, Cedric was employed with WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

Cedric Bernier is currently registered with Beacon Global Advisor Network, LLC. Beacon Global Advisor Network, LLC is an investment advisor headquartered in Atlanta, GA. The firm has 45 investment advisory professionals and manages approximately $291,581,847 in assets for 361 clients. Beacon Global Advisor Network provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm's clientele primarily includes high-net-worth individuals and individuals other than high-net-worth.
Beacon Global Advisor Network, LLC

ONE GLENLAKE PARKWAY

ATLANTA, GA 30328

$291.58M

Assets Under Management

1

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of qualified plan assets, solicitor fees

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Cedric Bernier’s Registration & Firm History

NA

05/17/2022 - Present

Beacon Global Advisor Network, LLC (Villeneuve-Loubet )

AZ

07/01/2013 - 05/06/2022

WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 07/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/30/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cedric Bernier.
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