Stephen BerkeridgeCRD Number: 6215818
Current Firm: H.d. Vest Advisory Services, Inc.
Stephen Berkeridge (CRD# 6215818) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Newark, DE and has over 2 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Planning Directions, Inc.
|Health Insurance Associates||Newark, DE||Mar 2015 - Current||1|
|H.d. Vest Investment Services||Newark, DE||May 2014 - Current||2|
|Delmarva Tax Services||Newark, MD||Oct 2007 - Current||9|
|Cecil College||North East, MD||Sep 2007 - Current||9|
|U.s. Department Of Transportation||Baltimore, MD||Jan 2007 - Current||10|
|Delmarva Courier/logistics||Dover, DE||Mar 2000 - Jan 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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