David Bernard is a CFP-designated registered investment advisor, based in Covington, LA, with 9 years of industry experience.
Location
72096 Ramos Avenue, Suite D, Covington, LA, 70433
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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
David is a producer selling fixed life and health insurance, including life insurance and annuities, dedicating a few hours per week to this activity. He also works as an Investment Advisor Representative for BEAM Wealth Advisors, focusing on asset management and financial planning, which takes about a quarter of his time.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Beam Wealth Advisors, INC.
Previous Registrations
Securities America, INC.Broker
State Registrations4 states
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