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RB
RB

Robert Thomas Bernard

Financial Sense Advisors, INC.
45 Years of Experience
3 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Financial Sense Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,037 clients
Average Client Portfolio
$657K average
Assets Under Management
$681.4M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Minimum Annual Fee:$50

Location

10809 Thornmint Road, 2nd Floor, San Diego, CA, 92127

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Denied
Customer Dispute
December 1996
Settled
Customer Dispute
June 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert provides investment advisory services through Financial Sense Advisors, Inc., dedicating nearly full-time hours to this activity. He also occasionally creates articles or podcasts, spending minimal time on this.

Employment History
Current Registrations
Financial Sense Securities, INC.
December 2016 - Present · 9 yrs 2 mos
Financial Sense Securities, INC.Broker
December 2016 - Present · 9 yrs 2 mos
Financial Sense Advisors, INC.
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
August 2016 - January 2017 · 5 mos
Puplava Securities, INC.Broker
April 2011 - August 2016 · 5 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2000 - April 2007 · 6 yrs 10 mos
Morgan Stanley Dw INC.Broker
May 2000 - April 2007 · 6 yrs 11 mos
Prudential Securities IncorporatedBroker
June 1995 - June 2000 · 5 yrs
Marketing One Securities, INC.Broker
September 1993 - November 1993 · 2 mos
Wells Fargo Securities INC.Broker
May 1992 - May 1995 · 3 yrs
Painewebber IncorporatedBroker
March 1980 - April 1992 · 12 yrs 1 mo
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Thomas Bernard - Financial Advisor | TrueAdvisor