BF
PFS
BF
PFS

Bernard Fagnani

26 Years of Experience
Throop, PA
BrokerSells Insurance

Bernard Fagnani is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Throop, PA, with 26 years of industry experience. Bernard 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

102 Spartan Drive, Throop, PA, 18512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bernard manages a CPA practice since 1974, dedicating full-time hours to it. He also operates Bernard A. Fagnani, LLC Financial Advisors, his wealth management business, for about 10-20% of his time, and sells health insurance as an insurance agent, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2001 - Present · 24 yrs 9 mos
Cetera Financial Specialists LLCBroker
July 1999 - Present · 26 yrs 10 mos
State Registrations17 states
CACOCTDCDEFLLAMAMDMINCNJNYPASCTXVT
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.