Quincey Thomas Bernard
Investment adviser representative at Adamsbrown Wealth Consultants LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Adamsbrown Wealth Consultants LLCAug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Aug 2024
- UnemployedDec 2021 to Oct 2022
- TD AmeritradeApr 2020 to Nov 2021
- UnemployedJan 2020 to Mar 2020
- ResourceproMay 2019 to Aug 2019
- University of Nebraska - LincolnAug 2016 to Dec 2019
- Full-time StudentAug 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
Adamsbrown Wealth Consultants LLC
$1.1BAssets managed
1,943Clients
15Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7248228
- Firm CRD
- 308410