Gregory L. Bernhardt

Adviser/team AUM: $150,000,000

Move Details

Firm leaving Sammons Securities
Firm joining NPB Financial Group
Adviser(s) location

Walnut Creek, CA

Date announced September 19, 2013
Transition date July 11, 2013

Latest Moves to NPB Financial Group

Adviser(s) Date announced
Yi Ping ChouFebruary 12, 2014
Gregory L. BernhardtSeptember 19, 2013
Joseph G. YurgecSeptember 19, 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.

  @IN Wire

Apr 17 07:22PM
6 hugely important tax lessons our own @Darla_Mercado learned from the challenging 2013 tax season:
Apr 17 06:19PM
The average healthcare costs for retirees is eating up an increasing percentage of Social Security benefits

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