Michelle Berry (CRD# 2953646) is an Investment Advisor Representative working at Berry Wealth Group in Granbury, TX and has over 26 years of experience in the finance industry. Michelle Berry 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.
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berry Wealth Group, LP | Granbury, TX | Sep 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Granbury, TX | Jan 1998 - Sep 2023 | 25 |
| Raymond James Financial Services, Inc. | Granbury, TX | Nov 1997 - Sep 2023 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
- TX
-
Total Assets Under Management230MILLIONS
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Total Number of Accounts899ACCOUNTS
-
Average Account Value$255,512
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, TX
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