Robert
Bernard
Financial Sense Advisors, Inc
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About this Advisor
Robert Bernard is a financial advisor based in San Diego, California, working with Financial Sense Advisors, Inc. Robert has previously held positions at Puplava Securities Inc, Lpl Financial, LLC, Puplava Financial Services, Inc, and Puplava Securities, Inc. Robert has passed the Series 63 regulatory exam and is registered to provide services in California and Florida. Currently, Robert is part of Financial Sense Advisors, Inc, which operates out of San Diego, California. The firm has 12 employees and manages assets totaling $568.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Sense Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Sense Advisors, Inc Brokerage Details
$568,400,487
12
1,069
$531,712
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Bernard Work History
Lpl Financial, LLC
Puplava Financial Services, Inc
Puplava Securities, Inc
Puplava Securities Inc
Disclosures
Please visit the SEC profile of Robert Bernard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Sense Advisors, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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