Odell Berry, financial advisor Scottsdale AZ

Odell Berry

CRD 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.

Similar Advisors
Jane Chen, financial advisor Scottsdale AZ
Jane C. Chen
CRD# 5400841
Transamerica Financial Advisors, Inc.
Similar Advisors
David Schiller, financial advisor Scottsdale AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Dustin Suttle, financial advisor Scottsdale AZ
Dustin G. Suttle
CRD# 4607086
Origin Financial
Professional Designations
Company Name Location Dates Years
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
Contact Info for Odell Berry
Phone Number: 480-389-0111
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $168,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.