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Reed Bermingham

Focused on helping individuals, families and institutions invest wisely and plan effectively.

No Current Employment Listed

San Diego

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Annuities
    • -Business Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Manning Wealth Management 7 years, 8 months Sep 2011 - Present
Commonwealth Financial Network 8 years, 4 months Jan 2011 - Present
Manning Wealth Management 2 years, 4 months May 2009 - Sep 2011
Hamilton, Manning & Associates 1 year, 1 month Apr 2008 - May 2009
Pace University 10 years Aug 2000 - Aug 2010

Designations & Memberships

  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by Reed Bermingham

Do You Belong in the Kitchen?
Published 2014-07-17 08:38:46
Social Media in Financial Services
Published 2014-05-18 12:14:11
What To Make of the Robo-Advisor Revolution
Published 2014-06-19 07:25:18
The More You Know
Published 2014-05-18 12:35:09
Now What?
Published 2014-05-18 12:29:26
America's Retirement Problem
Published 2014-05-18 12:19:08
Social Media - It's In The Computer
Published 2014-05-18 12:13:37
Dissecting Variable Annuity Income Riders
Published 2014-03-19 13:01:20
Look Ahead!
Published 2013-08-07 15:13:14
High Frequency Trading - Should it be Banned?
Published 2013-07-17 11:21:53
How to Read Stock Quotes
Published 2013-07-09 17:05:34
Sitting Tight in Volatile Markets
Published 2013-07-09 17:00:23
Sitting Tight in Volatile Markets
Published 2013-07-09 17:00:22
What is Short Selling?
Published 2013-07-08 10:41:24
Buying In vs. Being Informed
Published 2013-07-05 11:22:06
On "Beating The Market"
Published 2013-07-03 10:17:37
The Value of an Advisor
Published 2013-07-02 10:31:09
Good Debt vs. Bad Debt
Published 2013-07-02 10:28:44
The Case For Global Investing
Published 2013-07-02 10:25:59
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Can you tell me a good, honest and simple book to read on investing?; it should have a sound investing startegy?
    I am a big fan of Peter Lynch's writing, reading "One Up on Wall Street," "Beating The Street," and "Learn to Earn" will give you great insight on investing from a legendary money manager with an incredible track record. He is able to personalize investing in a way that really sticks, and teaches y...  (more)
    Answered Jul 2013
    Fee structures; what is normal?
    I'd say it's a bit high, especially if your advisor is simply managing a portfolio for you. Do they do comprehensive financial planning, tax planning, estate planning, risk management, etc? How often do you meet? What is covered in each meeting? Attach a value to your relationship, and determine if ...  (more)
    Answered Jun 2014
    How can I get my statement from my 401k plan?
    You should simply be able to call your HR department and get the phone number for the plan sponsor, or administrator, as well as your plan #. Call them and they'll provide a statement. ...  (more)
    Answered Jun 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Not registered
      • disclosures
        1
      • as of date
        Nov 17, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Nov 17, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 17, 2018
        • $66.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 109
          number of clients
        • $605.5K
          Estimated Average Account Balance Per Client

      Fees

      Types of Compensation Arrangements