Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richmond? Claim Your ProfileRichmond Bernhardt is an investment advisor representative at Captrust. Richmond has been in the financial services industry for over 20 years. Richmond is registered with the state of Georgia and North Carolina, and holds a Series 7, Series 63, Series 65 and Series 24 license. Prior to joining Captrust, Richmond worked at CapFinancial Securities, LLC., Wachovia Securities Financial Network, LLC and Ernst & Young Corporate Finance LLC. Richmond's experience spans a variety of financial services areas.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
04/15/2015 - Present
Captrust (Atlanta GA)
GA
10/20/2003 - 05/30/2023
CAPFINANCIAL SECURITIES, LLC. (ATLANTA GA)
MO
05/02/2003 - 10/21/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
09/11/2003 - 10/20/2003
CAPFINANCIAL PARTNERS, LLC (RALEIGH NC)
IL
06/20/2001 - 05/03/2002
ERNST & YOUNG CORPORATE FINANCE LLC (CHICAGO IL)
IA
Issued 12/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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