Bernard Adam (CRD# 1492644) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Spring, TX and has over 21 years of experience in the finance industry.
CRD# 2687188
Avidian Wealth Solutions, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bedrock Financial Advisors, LLC | The Woodlands, TX | Mar 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 1 |
| Voya Financial Advisors | Houston, TX | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners, Inc. | Houston, TX | Jan 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- TX
-
Total Assets Under Management50,296MILLIONS
-
Total Number of Accounts174,993ACCOUNTS
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Average Account Value$287,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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