Kevin BerryCRD Number: 6188796
Current Firm: Retirement Wealth Advisors, Inc.
Kevin Berry (CRD# 6188796) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Raleigh, NC and has over 4 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Retirement Wealth Advisors||Raleigh, NC||Jul 2016 - Current||1|
|Secure Financial Solutions||Raleigh, NC||Oct 2010 - Current||6|
|Asset Protectors & Advisors||Raleigh, NC||Jul 2007 - Sep 2013||6|
|Blue Moon Gift Shops||Wilmington, NC||Mar 2003 - Jul 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management665MILLIONS
Total Number of Accounts5,954ACCOUNTS
Average Account Value$111,674
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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