Robert Berghel (CRD# 6581329) is an Investment Advisor Representative working at Prudential Financial Planning Services in Franklin, TN and has over 7 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Franklin, TN | Oct 2023 - Current | < 1 |
| Pruco Securities LLC | Franklin, TN | Oct 2023 - Current | < 1 |
| Agia | Houston, TX | Dec 2022 - Oct 2023 | < 1 |
| Valic Financial Advisors, Inc. | Brentwood, TN | Sep 2017 - Oct 2023 | 6 |
| Ftb Advisors, Inc. | Chattanooga, TN | Jul 2015 - Sep 2017 | 2 |
| Unemployed | Chattanooga, TN | Dec 2014 - Jul 2015 | < 1 |
| Unify - Ed | Chattanooga, TN | Nov 2014 - Dec 2014 | < 1 |
| Alison Grimes For Senate Campaign | Covington, KY | Sep 2014 - Nov 2014 | < 1 |
| Unemployed | Chattanooga, TN | May 2014 - Sep 2014 | < 1 |
| University Of Tennessee | Chattanooga, TN | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- TN
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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