David Henry Bernard

Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 03/2022
  Securities America, Inc.
  Hammond, LA
• 01/2014 → 01/2018
  Private Contract/Studio Teacher
  Hammond, LA
• 01/2018 → Present
  Beam Wealth Advisors
  Covington, LA
• 03/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2026 → Present
  Knights Of Columbus
  Gonzales, LA

Previous Registrations

• 2018-01-08 → 2026-07-20
  Beam Wealth Advisors, Inc.
  Covington, LA
  Hammond, LA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-04

Designations

• Certified Financial Planner