Kevin A. Bernard

ASHBURN, VA

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CRD#: 6133267

Professional summary

Kevin Allen Bernard was a registered financial advisor .

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin had worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

IBS Management & Consultancy Services, LLC (Non-investment related) 1627 K St, NW, Suite 500, Washington, DC 20006 Public Accounting and Consulting firm Director, Assurance and Federal Practice (Jan. 2024 - Present) Hours devoted - 160 per month / Hours devoted during trading hours - 130 per month Leads assurance practice for the firm including quality control system. Venture Advisory LLC (Non-investment related) 8300 Greensboro Drive, L1-658, McLean, VA 22102 Bookkeeping, tax preparation, and consulting firm. Managing Member & CEO (May 2014 - Present) Hours devoted - 40 hours per month / Hours devoted during trading - 1 per month Weichert Referral Associates Co, Inc. (Non-investment related) 1625 Route 10 East, Morris Plains, NJ 07950 Offers licensed real estate agents a platform to earn referral commission income part-time across the U.S. and abroad without the expense of Board of Realtors dues, monthly office fees, E&O insurance or MLS fees. Real Estate Salesperson / Referral Agent (2015- Present) Hours devoted - 4 per month / Hours devoted during trading hours - None per month Make referrals to Weichert when the opportunity presents. Cultiva Global Solutions, LLC (Non-investment related) 1255 Union St NE, 7th Floor, Washington, DC 20002 Federal, state and local government contractor Former General Partner & CFO, currently Limited Partner (2022 - Present) Hours devoted - None per month / Hours devoted during trading hours - None per month No official duties are associated with this position. Kevin A. Bernard (Variable Contracts is investment related) 43913 Championship Place, Ashburn, VA 20147 Health, Life & Annuities, and Variable Contracts Licensed Insurance Producer Hours devoted - 4 per month / Hours devoted during trading hours - None per month Perform underwriting activities of insurance producer for prospective clients.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 22, 2025 - Present

ASHBURN, VA

Past

June 3, 2016 - October 24, 2024

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Ashburn, VA

Past

June 3, 2016 - October 24, 2024

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Ashburn, VA

Past

September 28, 2015 - May 19, 2016

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FALLS CHURCH, VA

Past

September 28, 2015 - May 19, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

FALLS CHURCH, VA

Past

June 12, 2015 - September 10, 2015

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

ASHBURN, VA

Past

March 24, 2015 - September 10, 2015

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Ashburn, VA

Past

January 1, 2013 - April 1, 2013

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

ASHBURN, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(10/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/4/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/31/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/2012

General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin A. Bernard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2015

Series 66

Date: 12/31/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/27/2012

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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