Robert Berger (CRD# 5898047) is an Investment Advisor Representative working at Founder Family Financial, LLC in Austin, TX and has over 12 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Founder Family Financial, LLC | Austin, TX | Jun 2014 - Current | 9 |
| J.j.b. Hilliard, W.l. Lyons, LLC | Florence, SC | Feb 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- TX
-
Total Assets Under Management271MILLIONS
-
Total Number of Accounts267ACCOUNTS
-
Average Account Value$1,014,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
SC, TX
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