Albert Berg (CRD# 5640255) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 15 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Metric Financial LLC | Atlanta, GA | Jun 2023 - Current | < 1 |
| Belpointe Asset Management, LLC | Reno, NV | Sep 2021 - Current | 2 |
| D.h. Hill Securities, Lllp | Kingwood, TX | Sep 2021 - Oct 2022 | 1 |
| Kestra Investment Services, LLC | Greenville, SC | Oct 2017 - Sep 2021 | 3 |
| Pnc Investments, LLC | Charlotte, NC | Jun 2017 - Oct 2017 | < 1 |
| Palmetto Premier Advisors | Greenville, SC | Feb 2017 - May 2017 | < 1 |
| Southeast Investments, N.c. Inc. | Greenville, SC | Oct 2016 - May 2017 | < 1 |
| Southeast Investments, N.c. Inc. | Charlotte, NC | Aug 2016 - Feb 2017 | < 1 |
| Unemployed | Greenville, SC | Mar 2016 - Aug 2016 | < 1 |
| Bb&t | Greenville, SC | Sep 2015 - Mar 2016 | < 1 |
| Bbtis | Greenville, SC | Sep 2015 - Feb 2016 | < 1 |
| Unemployed | Greenville, SC | Apr 2015 - Sep 2015 | < 1 |
| Wells Fargo Advisors LLC | Greenville, SC | Jan 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- SC
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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