Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bernstein is a registered Investment Advisor Representative with Efficient Frontier Advisors LLC. William is registered with the state of Oregon and has been in the industry since April 1998. William Bernstein is a Series 65 and 62 licensed individual. The firm manages over 401 million dollars in assets for individuals, charities and high net worth individuals. William Bernstein has been with Efficient Frontier Advisors LLC since 1998 and is also the founder of William Bernstein Asset Management, LLC since February 2015.
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.
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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OR
10/02/1998 - Present
Efficient Frontier Advisors LLC (PORTLAND OR)
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1998
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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