Larry Bernhard, Iaccp

Larry Bernhard, Iaccp Email and Phone Number

Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management @ Foster & Motley, Inc.
Larry Bernhard, Iaccp's Location
Cincinnati, Ohio, United States, United States
Larry Bernhard, Iaccp's Contact Details

Larry Bernhard, Iaccp work email

Larry Bernhard, Iaccp personal email

n/a

Larry Bernhard, Iaccp phone numbers

About Larry Bernhard, Iaccp

At Foster & Motley, Inc. our mission is to understand the life clients envision and objectively act to achieve it.What sets Foster & Motley apart from other advisors?We provide comprehensive wealth management service which incorporates both investment management and financial planning to provide the greatest value to high net worth clients. Our advice is holistic, independent, and objective.• We embrace our fiduciary responsibility, always putting our client’s interest ahead of our own when rendering advice. We’ve structured our business around this principal by being 100% employee-owned.• Our team approach allows clients to benefit from multiple qualified specialists. All of our financial professionals are highly qualified and have had extensive and ongoing education and training.• We are your financial partner. We will help you navigate your financial terrain, enabling you to make highly-informed, wealth-wise decisions with confidence. • All compensation is fee-only and transparent, coming directly from clients. Commissions influence advice, so we don’t accept them.

Larry Bernhard, Iaccp's Current Company Details
Foster & Motley, Inc.

Foster & Motley, Inc.

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Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management
Larry Bernhard, Iaccp Work Experience Details
  • Foster & Motley, Inc.
    Chief Compliance Officer And Office Manager
    Foster & Motley, Inc. Dec 2010 - Present
    7755 Montgomery Road, Suite 100, Cincinnati, Oh 45236
    Administer the firm's Compliance Program. Coordination of the day-to-day functions of the firm.
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  • General Electric Credit Union
    Compliance Officer
    General Electric Credit Union Mar 2010 - Dec 2010
    Maintained and developed the credit union's Compliance Program. Interpreted state and federal rules and regulations. Created and implemented policies and procedures.
  • Ifs Financial Services - A Member Of The Western & Southern Financial Group
    Compliance Officer - Consultant (Contract Basis)
    Ifs Financial Services - A Member Of The Western & Southern Financial Group Jun 2009 - Mar 2010
    Supported the broker dealers, and their affiliated distribution systems within IFS Financial Services in regards to firm, SEC, FINRA, and State compliance requirements. Performed audits and regular testing to ensure policies and procedures were followed and maintained.
  • Bartlett & Co. - Investment Advisors
    Compliance Officer
    Bartlett & Co. - Investment Advisors Jan 2006 - Dec 2008
    Responsible for the development and supervision of the firm’s Compliance Program, working closely with the parent company in reviewing industry regulations and standards. Established a comprehensive 30 item compliance monitoring and oversight plan that included regular testing, which was instrumental in ensuring the firm met its fiduciary responsibilities to its clients.
  • Bartlett & Co.
    Brokerage Operations Manager/Supervisor
    Bartlett & Co. Jun 1988 - Jan 2006
    1996 - 2006. Managed brokerage operations functions, and performed as the liaison between the firm and parent company regarding all brokerage functions, supervising three staff members.1988 - 1995. Responsible for the daily operations of the departments, supervising five staff members.

Larry Bernhard, Iaccp Skills

Compliance Monitoring Management Leadership

Larry Bernhard, Iaccp Education Details

Frequently Asked Questions about Larry Bernhard, Iaccp

What company does Larry Bernhard, Iaccp work for?

Larry Bernhard, Iaccp works for Foster & Motley, Inc.

What is Larry Bernhard, Iaccp's role at the current company?

Larry Bernhard, Iaccp's current role is Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management.

What is Larry Bernhard, Iaccp's email address?

Larry Bernhard, Iaccp's email address is la****@****ley.com

What is Larry Bernhard, Iaccp's direct phone number?

Larry Bernhard, Iaccp's direct phone number is +151327*****

What schools did Larry Bernhard, Iaccp attend?

Larry Bernhard, Iaccp attended University Of Cincinnati Carl H. Lindner College Of Business, Purcell High School.

What are some of Larry Bernhard, Iaccp's interests?

Larry Bernhard, Iaccp has interest in Following The Univ Of Cinti Bearcats, Coaching My Kids In Any Sport.

What skills is Larry Bernhard, Iaccp known for?

Larry Bernhard, Iaccp has skills like Compliance Monitoring, Management, Leadership.

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