Richard Berry (CRD# 1689234) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 36 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berry Financial Securities, LLC | Dillon, SC | Sep 2022 - Current | 1 |
| Alphastar Capital Management, LLC | Cornelius, NC | Jan 2020 - Current | 4 |
| Berry Financial Group, Inc. | Dillon, SC | May 2002 - Current | 21 |
| Berry Financial Securities, LLC | Dillon, SC | Aug 2012 - Feb 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
- SC
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts10,083ACCOUNTS
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Average Account Value$113,749
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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