Judd Berube (CRD# 5394524) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bethesda, MD and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Bethesda, MD | Apr 2016 - Current | 7 |
| Kestra Investment Services, LLC | Bethesda, MD | Jun 2015 - Current | 8 |
| Nfp Advisor Services | Austin, TX | Jun 2015 - Apr 2016 | < 1 |
| Principal Life Insurance Company | Bethesda, MD | Jul 2007 - Jun 2015 | 7 |
| Princor Financial Services Corporation | Bethesda, MD | Jul 2007 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- MD
-
Total Assets Under Management41,795MILLIONS
-
Total Number of Accounts140,407ACCOUNTS
-
Average Account Value$297,671
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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