Willie BerryCRD Number: 5794449
Current Firm: Empower Advisory Group, LLC
Willie Berry (CRD# 5794449) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Royal Oak, MI and has over 11 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Gwfs Equities, Inc.||Greenwood Villiage, CO||Jan 2014 - Current||9|
|Systematized Benefits Administrators||Jackson, MS||Oct 2012 - Jan 2014||1|
|Sba Inc.||Jackson, MS||Oct 2012 - Jan 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management83,076MILLIONS
Total Number of Accounts96,580ACCOUNTS
Average Account Value$860,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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