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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Francis Berner is an investment advisor representative with Integrated Advisors Network LLC. William has been in the financial industry since 1968. His experience includes working with firms such as UBS Financial Services Inc., D.A. Davidson & Co. and Ragen Mackenzie Incorporated. William specializes in portfolio management for businesses and individuals, and is registered to provide investment advisory services in California, Oregon, Texas and Washington. William is also involved in the agricultural industry by training horses and hosting clinics.
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.
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.
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.
1
2
OR
10/29/2019 - Present
Integrated Advisors Network LLC (BEND OR)
OR
06/10/2010 - 10/22/2019
UBS FINANCIAL SERVICES INC. (BEND OR)
OR
04/27/2000 - 06/11/2010
D.A. DAVIDSON & CO. (BEND OR)
CA
03/16/1993 - 05/19/2000
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
NA
07/14/1986 - 03/16/1993
DAIN BOSWORTH INCORPORATED
NA
09/03/1982 - 07/23/1986
BOETTCHER & COMPANY, INC.
NA
12/13/1972 - 10/06/1982
E. F. HUTTON & COMPANY INC
NA
07/29/1970 - 12/24/1972
HINKLE NORTHWEST, INC.
IA
Issued 09/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/1983
Series 24 - General Securities Principal Examination
BC
Issued 11/12/1977
Series 4 - Registered Options Principal Examination
BC
Issued 11/21/1974
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/18/1972
Series 000 - General Securities Principal Examination
BC
Issued 08/09/1968
Series 1 - Registered Representative Examination
Active
Inactive
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