FIND A BERNARD, RICHARDS SECURITIES, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 32653
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for BERNARD, RICHARDS SECURITIES, INC. Comes From
Understanding the Statistics for BERNARD, RICHARDS SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
Regulatory Event
2
FIRM INFORMATION
Established
New York since 02/05/1993
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BERNARD, RICHARDS SECURITIES, INC.
Kyle Chandler
IAR
RR
CRD#: 6946539
Location:
Vancouver, WA 98684
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
7 years
ML
Matthew John Latarewicz
IAR
CRD#: 6289506
Location:
Bloomfield Hills, MI 48304
Company:
HERON BAY CAPITAL MANAGEMENT
Disclosures:
Experience:
2 years
Blake Feldmann
IAR
CRD#: 6765392
Location:
Naples, FL 34103
Company:
INTEGRATED ADVISORS NETWORK LLC
Disclosures:
Experience:
7 years
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