Stephen Berkeridge (CRD# 6215818) is an Investment Advisor Representative working at Avantax Advisory Services in North East, MD and has over 9 years of experience in the finance industry.
CRD# 6237585
Edward Jones
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Newark, DE | Oct 2018 - Current | 5 |
| Summit Bridge Veterinary Hospital LLC | Newark, DE | Jan 2017 - Current | 7 |
| Taxfyle | Newark, DE | Jan 2017 - Current | 7 |
| Avantax Advisory Services | Newark, DE | Jan 2015 - Current | 9 |
| Avantax Investment Services, Inc. | Newark, DE | May 2014 - Current | 9 |
| Delmarva Tax Services | Newark, MD | Oct 2007 - Current | 16 |
| Cecil College | North East, MD | Sep 2007 - Current | 16 |
| U.s. Department Of Transportation | Baltimore, MD | Jan 2007 - Current | 17 |
| Crown Home Mortgage | Fairfield, NJ | Sep 2021 - Nov 2022 | 1 |
| Health Insurance Associates | Newark, DE | Mar 2015 - Nov 2022 | 7 |
| Keystone Funding, Inc. | Middletown, DE | Jul 2020 - Aug 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- DE
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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