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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bernard is an investment advisor with Avantax Investment Services, Inc. Kevin has been in the industry since January 22, 2015. Kevin is registered with the states of District of Columbia, Maryland, New York and Virginia. Kevin is also registered with the FINRA as a Registered Representative and an Investment Advisor Representative. Kevin holds the Series 7, Series 66, and Series 65 licenses. In addition to being registered with Avantax Investment Services, Inc., Kevin has also been previously employed with AXA Advisors, LLC, and HD VEST INVESTMENT SERVICES. Kevin is a member of the following professional organizations: Registered Representatives, Investment Advisor Representatives. Kevin specializes in the following areas: Retirement Planning, College Savings Plans, Estate Planning, Insurance, and Financial Planning. Kevin has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
VA
06/03/2016 - Present
Avantax Investment Services, Inc. (Ashburn VA)
VA
09/28/2015 - 05/19/2016
AXA ADVISORS, LLC (FALLS CHURCH VA)
VA
03/24/2015 - 09/10/2015
HD VEST INVESTMENT SERVICES (Ashburn VA)
VA
01/01/2013 - 04/01/2013
H.D. VEST INVESTMENT SERVICES (ASHBURN VA)
IA
Issued 06/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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