Bernard Mcvey is a registered investment advisor, based in Forest Hill, MD, with 12 years of industry experience.
Location
134 Industry Lane, Suite 5, Forest Hill, MD, 21050
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bernard provides IT and federal acquisition regulations cost recovery advisory services, comprehensive financial planning, and manages a rental property trust. He also sells life and health insurance, and volunteers as a treasurer for a soccer association and homeowners association.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
PFS Investments INC.Broker
State Registrations3 states
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