Edward Berry, financial advisor El Segundo CA

Edward Berry

CRD Number: 2309361
Current Firm: Greenshields Capital LLC

Edward Berry (CRD# 2309361) is an Investment Advisor Representative working at Greenshields Capital LLC in El Segundo, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Greenshields Capital El Segundo, CA Jan 2017 - Current 7
Cambridge Investment Research, Inc. Fairfield, IA Jan 2017 - Current 7
Questar Asset Management Minneapolis, MN May 2007 - Jan 2017 9
Questar Capital Corporation Minneapolis, MN Sep 2005 - Jan 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Edward Berry
Phone Number: 310-775-2136
Firm Website: https://i401kplan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $399,773
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, LA, TX

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