Michael Berry (CRD# 6271195) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Laguna Beach, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lyft | San Francisco, CA | Jan 2023 - Current | 1 |
| Allstate Insurance Co | San Clemente, CA | Oct 2018 - Current | 5 |
| Ellen Brasee | Riverside, CA | Jan 2018 - Sep 2018 | < 1 |
| Waddell & Reed, Inc. | Riverside, CA | Jun 2014 - Sep 2018 | 4 |
| Unemployed | Aliso Viejo, CA | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
| S63 | Uniform Securities State Law Examination | Jan 2014 |
- CA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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