CFP

Glen Berngard

35 Years of Experience

Boca Raton, FL

1 DisclosureBrokerSells Insurance

Glen Berngard is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 35 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

Boca Raton, FL

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History

Regulatory History (1)

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Regulatory

February 2016

Final

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Other Business ActivitiesSells Insurance

Glen is the president of Berngard & Associates, a CPA firm, dedicating full-time hours to this role. He is also a health insurance agent for Aetna Health Ins, spending a few hours per week, and a registered agent for various companies, spending minimal time on this activity. Glen also sells fixed insurance, including health insurance, with various companies.

Employment History

Current Registrations

Cetera Investment Advisers LLC

September 2005 - Present · 20 yrs 8 mos

Cetera Financial Specialists LLCBroker

January 1991 - Present · 35 yrs 4 mos

State Registrations3 states

FLILKY

AdvisorBrokerBoth

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.

Exams

No exam information available for this advisor.

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