William Berger (CRD# 2258317) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Columbia, MD and has over 10 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakmont Wealth Advisory, LLC | Columbia, MD | Jan 2019 - Current | 4 |
| Great Lakes & Atlantic Wealth Management | Charlotte, NC | May 2016 - Dec 2018 | 2 |
| Biegel&waller LLC | Columbia, MD | Sep 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- MD
-
Total Assets Under Management218MILLIONS
-
Total Number of Accounts603ACCOUNTS
-
Average Account Value$361,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, CO, FL, MA, MD, PA, VA
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