Steven Berry, financial advisor Bemidji MN

Steven Berry

CRD Number: 2814998
Current Firm: Lpl Financial LLC

Steven Berry (CRD# 2814998) is an Investment Advisor Representative working at Lpl Financial LLC in Bemidji, MN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Bemidji, MN Nov 2017 - Current 6
Investment Centers Of America, Inc. Bemidji, MN Jan 2012 - Nov 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Steven J. Berry
Phone Number: 704-733-3300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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