About Us

Adam Bernard

Financial Advisor
Phone: (407) 926-2540
Mobile: (216) 598-0393
Fax: (407) 871-3887

 

Adam Bernard began his career with Equitable Advisors 2016. Prior to joining the financial industry, he developed talent and served customers in the role of district manager within the retail industry. Adam graduated from The Ohio State University with a Bachelor of Science in Business Administration, Management and Operations. He also obtained FINRA Securities Registrations Series 7, 24, and 66, as well as his Life, Health, and Variable Annuity Insurance Licenses. 

Adam’s goal is to help individuals, families and businesses grow financially by leveraging his specialization in retirement planning and asset management. His professional approach offers a thorough analysis of goals, priorities and resources to develop a customized strategy for each of his clients. The result is a portfolio of solutions with the potential to start his clients on their way toward achieving financial success. Maintaining a strong sense of community and family is very important. Adam currently serves on the board for the Orange County Police Athletic League (PAL). When Adam is not helping his client reach their goals, he enjoys spending time with family and being out on the golf course.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F65813

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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