Michael BerryCRD Number: 5414312
Current Firm: Net Worth Advisory Group, LLC
Michael Berry (CRD# 5414312) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 8 years of experience in the finance industry.
Brighton Wealth Management, Inc.
|Net Worth Advisory Group||Sandy, UT||Nov 2013 - Current||2|
|Lds Welfare Services||Salt Lake City, UT||Mar 2009 - Nov 2013||4|
|Prosperity Solutions||Salt Lake City, UT||Jun 2008 - Feb 2009||< 1|
|Ubs Financial Services Inc.||Salt Lake City, UT||Aug 2007 - May 2008||< 1|
|Nai Utah||Salt Lake City, UT||Jun 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management258MILLIONS
Total Number of Accounts1,747ACCOUNTS
Average Account Value$147,893
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, ID, IL, NV, UT, WA
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