Unclaimed
Richard Bernard is a financial advisor at First Command Advisory Services, Inc. Richard is registered with the state of Florida and has over 2 years of experience in the industry. Richard specializes in working with individuals and providing financial planning services. First Command Advisory Services is a fee-based firm that provides investment advisory services to a variety of clients, including individuals, families, and businesses. The firm has over $10 billion in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/10/2025 - Present
First Command Advisory Services (7056 King Creek Dr FL)
Active
Inactive
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