Fern BergerCRD Number: 1001243
Current Firm: Costello Asset Management, Inc.
Fern Berger (CRD# 1001243) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Feasterville-Trevose, PA and has over 35 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Newbridge Wealth Management
|Cresap Inc.||Radnor, PA||Aug 1996 - Current||20|
|Cresap, Inc.||Radnor, PA||Aug 1996 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1981|
Total Assets Under Management107MILLIONS
Total Number of Accounts510ACCOUNTS
Average Account Value$209,755
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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