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professional profile

Robert Thomas Bernard

AgentRRIAR San Diego, CA CRD 705891 Last verified October 2026

Overview

Robert Thomas Bernard is an insurance agent, a registered representative and an investment adviser representative based in San Diego, CA, with 46 years in the industry.

Years in the industry
46
States licensed
1
States registered
5
Carrier appointments
12

Contact

2 business emails and 1 phone number on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 5 states
  • Producer
  • Series 31
  • Series 63
  • Series 7
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 1980

Carriers

12 active carrier appointments

Book and practice

Firm assets under management on file

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