Vicky Berry, financial advisor Atlanta GA
90 score

Vicky Berry

CRD Number: 6015289
Current Firm: Jefferies Investment Advisers, LLC

Vicky Berry (CRD# 6015289) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jefferies LLC Atlanta, GA Nov 2015 - Current 2
Oppenheimer & Company Inc. Atlanta, GA Dec 2011 - Nov 2015 3
Starbucks Corp Atlanta, GA Oct 2010 - Nov 2011 1
Unemployed Atlanta, GA Aug 2008 - Sep 2010 2
Pruitt Eberly Stone Atlanta, GA Jul 2006 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Vicky Y. Berry
Phone Number: 212-284-2300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,952
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $12,545,763
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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