Bernard Packard
Bernard Packard is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in South Bend, IN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1650 S. South Bend Avenue, Suite 201, South Bend, IN, 46617
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Bernard is a finance/investment committee member for LaSalle Council BSA, advising on financial matters and reviewing budgets, dedicating minimal time. He is also the head coach for cross country and assistant track coach at South Bend Riley High School, taking about a quarter to half of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations36 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.