Lia Bertelson, financial advisor Gainesville FL

Lia Bertelson

CRD Number: 6469786
Current Firm: Together And/or Together Planning

Lia Bertelson (CRD# 6469786) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 5 years of experience in the finance industry. Lia Bertelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Together And/or Together Planning Roswell, GA Feb 2021 - Current < 1
Together And/or Together Planning Roswell, GA May 2016 - Current 5
Together And/or Together Planning Roswell, GA Feb 2015 - Current 6
St. David's Episcopal Preschool Roswell, GA Sep 2013 - May 2017 3
Roswell United Methodist Preschool & Kindergarten Roswell, GA Sep 2014 - May 2016 1
Carter For Governor, Inc. Atlanta, GA Nov 2013 - Mar 2015 1
Stay At Home-mom And Homemaker Atlanta, GA Feb 2009 - Feb 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Lia R. Bertelson
Phone Number: 352-221-9300
Registered State(s):
  • AL
  • FL
  • GA
  • LA
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States


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