Floyd Bernard
Floyd Bernard is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Baton Rouge, LA, with 48 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
9026 Jefferson Hwy., Ste. 103, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Floyd owns rental properties and is a member of Future System, LLC and personal LLCs for football tickets/parking. Floyd is also an independent insurance agent, an advisory rep of an RIA, and an owner of a consulting/coaching business, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Concourse Financial Group Advisors
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Choice Advisory Group, INC.
Choice Investments, INC.Broker
Harbor Financial Services, LLC
Harbor Financial Services, LLCBroker
Pan-American Financial AdvisersBroker
Walnut Street Securities, INC.Broker
Lincoln National Pension Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 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.