Bernard Depriest Whitsett
Professional Summary
Bernard Depriest Whitsett, who also goes by Bernard Depriest Whitsett II, was a registered financial advisor. Bernard was a previously registered financial professional and started their career in finance 1987 - 2012. Bernard had worked at 7 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bernard Depriest Whitsett Ii
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
DSRM BROKERAGE, LLC | FUNDING CIRCLE SECURITIES LLC
Contact Information
Established
Delaware since 12/18/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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