Richard Tafur Bernard

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 10/2024 → 01/2025
  First Command Brokerage Service, Inc.
  Fort Worth, TX
• 11/2021 → 01/2025
  United States Special Operations Command
  Tampa, FL
• 10/2019 → 11/2021
  1St Special Forces Command
  Ft Bragg, NC
• 02/2017 → 10/2019
  112Th Signal Command
  Ft Bragg, NC
• 08/2012 → 02/2017
  3Rd Armored Corps
  Ft Hood, TX
• 01/2025 → 01/2026
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 01/2025 → 01/2026
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2025 → 01/2026
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 03/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-01-10 → 2026-03-02
  First Command Advisory Services
  Tampa, FL
  Fort Worth, TX
  7056 King Creek Dr, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-06
• S63 Uniform Securities Agent State Law Examination
  2024-10-18