Cheryl Berry (CRD# 6430424) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lansdale, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Aug 2019 - Current | 4 |
| Thrivent Investment Management Inc. | Lansdale, PA | Jan 2017 - Current | 7 |
| Thrivent Financial - Thomas Mcguire | Appleton, WI | Jan 2017 - Aug 2019 | 2 |
| Montgomery County Community College | Blue Bell, PA | Sep 2016 - Jan 2017 | < 1 |
| Ardent Dental | Doylestown, PA | Aug 2015 - Sep 2016 | 1 |
| Dental Staffing | Huntingdon Valley, PA | Jan 2006 - Aug 2016 | 10 |
| Dental Power | Philadelphia, PA | Jan 2006 - Aug 2016 | 10 |
| Mml Investors Services | Horsham, PA | Feb 2016 - May 2016 | < 1 |
| Windsor Financial | Horsham, PA | Jan 2016 - May 2016 | < 1 |
| Massmutual | Horsham, PA | Dec 2015 - May 2016 | < 1 |
| The Prudential Insurance Company Of America | Chalfont, PA | Dec 2014 - Jan 2016 | 1 |
| Pruco Securities, LLC | Chalfont, PA | Dec 2014 - Jan 2016 | 1 |
| Dental Excellence-dr. Dudhat | Abington, PA | Jan 2011 - Jan 2016 | 5 |
| Prudential | Chalfont, PA | Dec 2014 - Dec 2015 | 1 |
| Dr. Woodmancy | Sellersville, PA | Jun 2014 - Aug 2015 | 1 |
| Dental Excellence- Dr. Dudhat | Abington, PA | Jan 2011 - Aug 2015 | 4 |
| Big Smiles-mobile Dental Hygiene | Worked Most In Philadelphia, PA | Dec 2006 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- PA
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- 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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