David Berry (CRD# 2419241) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Saint Clair Shores, MI and has over 14 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Group | St. Clair Shores, MI | Sep 2016 - Current | 7 |
| Sequoia Financial Advisors, LLC | St. Clair Shores, MI | Sep 2016 - Current | 7 |
| American Portfolios Financial Services, Inc. | Bloomfield Hills, MI | Dec 2009 - Sep 2016 | 6 |
| Copper Beech Wealth Management | Bloomfield Hills, MI | Feb 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
- LA
- MI
-
Total Assets Under Management17,865MILLIONS
-
Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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