Amy Berry, financial advisor Port Charlotte FL
93 score

Amy Berry

CRD Number: 4493225
Current Firm: Edward Jones

Amy Berry (CRD# 4493225) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 10 years of experience in the finance industry.

Similar Advisors
Carolyn Howard, financial advisor Port Charlotte FL
Carolyn B. Howard
CRD# 2391466
Seacure Advisors LLC
Score
101
Similar Advisors
Charles Alkire, financial advisor Port Charlotte FL
Charles G. Alkire
CRD# 1146331
Alkire Financial Advisory, Inc.
Score
96
Similar Advisors
Laura Amendola, financial advisor Port Charlotte FL
Laura L. Amendola
CRD# 2499428
Raymond James Financial Services Advisors, Inc.
Score
96
Company Name Location Dates Years
Edward Jones Port Charlotte, FL May 2012 - Current 4
Edward Jones Lees Summit, MO Feb 2011 - May 2012 1
Terry Mammen - Allstate Raymore, MO May 2010 - Feb 2011 < 1
Various Insurance Carriers For W & R Insurance Agencies Raymore, MO Feb 2010 - May 2010 < 1
Waddell & Reed Inc. Independence, MO Feb 2010 - May 2010 < 1
State Farm Up Management Corp Raymore, MO Oct 2008 - Feb 2010 1
Julie Buell State Farm Raymore, MO Oct 2008 - Feb 2010 1
Ohio National Financial Services Cincinnati, OH Aug 2008 - Sep 2008 < 1
Th O N Equity Sales Company (2936) Cincinnati, OH Aug 2008 - Sep 2008 < 1
Lawing Financial Associates Overland Park, KS Aug 2008 - Sep 2008 < 1
Community Bank Of Raymore Raymore, MO Jan 2007 - Aug 2008 1
Edward Jones St Louis, MO Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Amy J. Berry
Phone Number: 314-515-2000
Registered State(s):
  • FL
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Amy Berry and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.