Robert
Bernard
Fisher Investments
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About this Advisor
Robert Bernard is a financial advisor operating out of Tampa, Florida with a total of 1 year of relevant experience. Bernard currently works for Fisher Investments. Bernard has gained experience at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Charterpoint Wealth Strategies, Mercy Hill Church, Northwestern Mutual Wealth Management Company, Thrivent Investment Management and Fisher Investments. Bernard maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Florida and Texas. Fisher Investments is an advisory firm that has its headquarters in Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It manages $192 billion in total assets among its 269,289 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 37 charitable organizations. Of its 269,289 accounts, 46% are associated with high-net-worth investors who have greater than $1 million in assets. The company provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fee schedules are based on which services the firm provides the client. Fees charged by Fisher Investments can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Robert Bernard Work History
Robert has been registered as a financial advisor for 1 years.*
Fisher Investments
Thrivent Investment Management
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Charterpoint Wealth Strategies
Mercy Hill Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Fisher Investments
Plano, TX
Plano, TX
Tampa, FL
Marietta, GA
Camas, WA
Plano, TX
Plano, TX
Westerville, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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