Odell BerryCRD Number: 1058895
Current Firm: Invest Smart Usa, Inc.
Odell Berry (CRD# 1058895) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has over 15 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Aegis Wealth Partners, LLC
|Invest Smart Usa, Inc.||Scottsdale, AZ||Jul 2013 - Current||9|
|Synergy Financial Group||Scottsdale, AZ||Jun 2010 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2006|
|S65||NASAA Investment Advisors Law Examination||May 2007|
Total Assets Under Management34MILLIONS
Total Number of Accounts203ACCOUNTS
Average Account Value$168,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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