Craig Bernard
Craig Bernard is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Madison, CT, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
206 Boston Post Rd, Madison, CT, 06443-2135
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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
Craig is involved in several business activities, including real estate purchase through 206BPR LLC, fixed insurance sales through Madison Investment Center, Inc, and operating his LPL business under the DBAs Madison Investment Center and Madison Financial Planning. Operating the LPL business takes nearly full-time hours during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward D. Jones & CO., L.P.Broker
Allmerica Investments, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.