Gregory L. Bernhardt
Adviser/team AUM: $150,000,000
|Firm leaving||Sammons Securities|
|Firm joining||NPB Financial Group|
Walnut Creek, CA
|Date announced||September 19, 2013|
|Transition date||July 11, 2013|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
- Does Vanguard pose a threat to advisers?
- Cybersecurity gets the SEC's attention as agency plans to query advisers on safeguards
- Under Finra proposal, brokerages will be forced to conduct background checks on new brokers
- Average retiree health costs could overtake Social Security benefits
- After big TIAA-CREF-Nuveen deal, boomlet predicted in fund manager mergers
Explore your opportunities and be informed for your next move.
February 11, 2014