Erik BerryCRD Number: 6393125
Current Firm: Pensionmark Financial Group, LLC
Erik Berry (CRD# 6393125) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rogers, AR and has over 2 years of experience in the finance industry.
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
Garrison Financial Corporation
|Pensionmark Financial Group, Llc Dba/ Wealthpath||Santa Barbara, CA||Jul 2015 - Current||1|
|Wealthpath Investment Advisors||Rogers, AR||Jan 2014 - Current||2|
|Pks Advisory Services, LLC||Albany, NY||Aug 2014 - Dec 2015||1|
|Self-employed Consultant||Rogers, AR||Jan 2002 - Jan 2014||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management8,080MILLIONS
Total Number of Accounts2,545ACCOUNTS
Average Account Value$3,174,995
- 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
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA