Kerry Judd, financial advisor Midvale UT
81 score

Kerry Judd

CRD Number: 1919781
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Kerry Judd (CRD# 1919781) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Midvale, UT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Bountiful, UT Jan 2013 - Current 3
Metlife Securities Inc. Sandy, UT Feb 2010 - Jan 2013 2
Geneos Wealth Management, Inc. Draper, UT Jan 2006 - Feb 2010 4
Knox Capital Advisors LLC Draper, UT Dec 2005 - Feb 2010 4
Kerry G. Judd, Cpa Centerville, UT Mar 1992 - Feb 2010 17
Tristar Land Company Midvale, UT Mar 2004 - Jul 2007 3
Homeland Holdings West Jordan, UT Jul 1998 - Jul 2007 9
Realty Investment Service Inc. Salt Lake City, UT Jan 1997 - Jul 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination May 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Kerry G. Judd
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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