BE
CFP
BE
CFP
Bernard Eperen is a CFP-designated registered investment advisor, based in Austin, TX, with 23 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2012Denied
Customer Dispute
July 2012Denied
Other Business ActivitiesSells Insurance
Bernard is an advisor with Kestra Advisory Services LLC and a co-owner and financial advisor with New Wall Street LLC, utilizing insurance products when appropriate; both activities take nearly full-time. He also co-owns multiple real estate entities and is a partner in New Wall Street Tax Services, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Kestra Advisory Services, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - December 2021 · 3 yrs 10 mos
LPL Financial LLC
February 2018 - December 2021 · 3 yrs 10 mos
Sii Investments, INC.
May 2012 - February 2018 · 5 yrs 9 mos
Sii Investments, INC.Broker
May 2012 - February 2018 · 5 yrs 9 mos
Metlife Securities INC.
February 2009 - May 2012 · 3 yrs 3 mos
Metlife Securities INC.Broker
January 2009 - May 2012 · 3 yrs 4 mos
Valmark Advisers, INC.
September 2007 - January 2009 · 1 yr 4 mos
Valmark Securities, INC.Broker
September 2007 - January 2009 · 1 yr 4 mos
Packerland Brokerage Services, INC.Broker
May 2002 - September 2007 · 5 yrs 4 mos
State Registrations20 states
AZCACOFLIAILMDMEMIMNMSMTNCORPASCTNVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.