Gregory Bernhardt
Gregory Bernhardt is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Walnut Creek, CA, with 45 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Walnut Creek, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2012Customer Dispute
August 2011Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Kingswood Capital Partners, LLCBroker
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Spc
Sammons Securities Company, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Usallianz Securities, INC.Broker
Investors Capital CORP.Broker
First Securities USA, INC.Broker
First Associated Securities Group, INC.Broker
Royal Alliance Associates, INC.Broker
First Associated Securities Group, INC.Broker
Fidelity Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential-Bache Securities INC.Broker
E. F. Hutton & Company INCBroker
State Registrations10 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.