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Thomas B

CFA®

Juliet, TN

Beacon Global Advisor Network, LLC

Thomas Bernhardt is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Beacon Global Advisor Network, LLC and previously worked at Chase Buchanan, Askia, and Torreycove Capital Partners LLC. Outside of his advisory roles, he is involved with Bernhardt Properties LLC and Camp LumberJack LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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