Justin BerryCRD Number: 5554822
Current Firm: Securian Financial Services, Inc.
Justin Berry (CRD# 5554822) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Portland, OR and has over 7 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|North Star Consultants, Inc.||Portland, OR||Mar 2010 - Current||7|
|Securian Financial Services, Inc.||St Paul, MN||Mar 2010 - Current||7|
|Cri Securities, LLC||St Paul, MN||Mar 2010 - Current||7|
|Minnesota Life Insurance Company||St Paul, MN||Mar 2010 - Current||7|
|La Salle Catholic College Prep||Milwaukie, OR||Nov 2008 - Mar 2011||2|
|Waverley Country Club||Milwaukie, OR||Apr 2002 - Jul 2009||7|
|Oregon State University||Corvallis, OR||Sep 2005 - Jun 2009||3|
|First Investors||Beaverton, OR||May 2008 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- 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
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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