Brian Berry, financial advisor North Charleston SC
63 score

Brian Berry

CRD Number: 5468659
Current Firm: Eagle Strategies LLC

Brian Berry (CRD# 5468659) is an Investment Advisor Representative working at Eagle Strategies LLC in North Charleston, SC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Berry & Associates Financial Group, LLC N. Charleston, SC Feb 2011 - Current 5
Eagle Strategies LLC Charleston, SC Sep 2010 - Current 6
Nylife Securities LLC Charleston, SC Feb 2008 - Current 8
New York Life Insurance Comp. Charleston, SC Dec 2007 - Current 9
Cydc North Charleston, SC Nov 2005 - Dec 2007 2
Musc - Iop Charleston, SC Jul 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Aug 2010
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:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Brian L. Berry
Phone Number: (888) 695-3245
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
63

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