David Berish, financial advisor Purcellville VA

David Berish

CRD Number: 852590
Current Firm: The Dienekes Corporation

David Berish (CRD# 852590) is an Investment Advisor Representative working at The Dienekes Corporation in Purcellville, VA and has over 15 years of experience in the finance industry.

Similar Advisors
Jessica Doll, financial advisor Purcellville VA
Jessica L. Doll
CRD# 5969842
Reframe Wealth, LLC
Similar Advisors
Erik Rinehold, financial advisor Purcellville VA
Erik R. Rinehold
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Christopher McAllister, financial advisor Purcellville VA
Christopher McAllister
CRD# 6876059
Prudential Financial Planning Services
Company Name Location Dates Years
The Dienekes Corporation Hillsboro, VA Nov 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for David J. Berish
Phone Number: 540-454-4309
Registered State(s):
  • TX
  • VA
Current Firm Details
The Dienekes Corporation
Firm's CRD Number: 150276
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $458,213
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.