Bernard Karl Semon

Oneseven

27 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Oneseven

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

105 advisors

Number of Clients

5,456 clients

Average Client Portfolio

$889K average

Assets Under Management

$4.8B

Fee Structure

Location

210 N. Stanton St, Ste. 3, El Paso, TX, 79901

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2021

Denied

Criminal

December 2014

Final Disposition

Customer Dispute

December 2007

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Bernard serves as a board member with El Paso Pro-Musica. This activity is not investment-related.

Employment History

Current Registrations

Oneseven

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Raymond James & Associates, INC.Broker

August 2015 - April 2024 · 8 yrs 8 mos

Raymond James & Associates, INC.

August 2015 - April 2024 · 8 yrs 8 mos

Morgan StanleyBroker

June 2009 - August 2015 · 6 yrs 2 mos

Morgan Stanley

June 2009 - August 2015 · 6 yrs 2 mos

Morgan Stanley & CO. Incorporated

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley & CO. IncorporatedBroker

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley

September 1998 - April 2007 · 8 yrs 7 mos

Morgan Stanley Dw INC.Broker

August 1998 - April 2007 · 8 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.