Thomas Berrisford, financial advisor Duluth MN
90 score

Thomas Berrisford

CRD Number: 6151066
Current Firm: Cetera Advisor Networks LLC

Thomas Berrisford (CRD# 6151066) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Duluth, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks Minneapolis, MN Jan 2013 - Current 3
The College Of St. Scholastica Duluth, MN Jan 2007 - Current 9
Sansio Duluth, MN Jul 2011 - Jan 2013 1
50 Below Sales & Marketing Duluth, MN May 2008 - Jul 2011 3
Teksystems, Incorporated Minneapolis, MN Jun 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Thomas R. Berrisford
Phone Number: 310-326-3100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
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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