Donald BergisCRD Number: 6427167
Current Firm: Global Financial Private Capital, LLC
Donald Bergis (CRD# 6427167) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Morgan Hill, CA and has over 3 years of experience in the finance industry.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Global Financial Private Capital, LLC||Sarasota, FL||Dec 2014 - Current||3|
|Regent Financial And Insurance Services||Morgan Hill, CA||Apr 2009 - Current||8|
|Life Agent - Self Employed||Gilroy, CA||Jan 2006 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management5,864MILLIONS
Total Number of Accounts66,671ACCOUNTS
Average Account Value$87,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV