Mark Berryman (CRD# 6024986) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 6 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Caprock Group | San Jose, CA | Jul 2016 - Current | 7 |
| International Finance Corporation | Washington, DC | Apr 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- CA
-
Total Assets Under Management6,922MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$21,834,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA
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