Alan BergerCRD Number: 702838
Current Firm: Arkadios Wealth Advisors
Alan Berger (CRD# 702838) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Wall Township, NJ and has over 11 years of experience in the finance industry.
Prudential Financial Planning Services
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Arkadios Capital||Atlanta, GA||Apr 2019 - Current||3|
|Arkadios Wealth||Atlanta, GA||Apr 2019 - Current||3|
|Triad Advisors, Inc.||Norcross, GA||Mar 2014 - Apr 2019||5|
|New England Securities||Boston, MA||Jan 1978 - Mar 2014||36|
|Berger Agency,the New England||Neptune, NJ||Jan 1975 - Mar 2014||39|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,901MILLIONS
Total Number of Accounts8,185ACCOUNTS
Average Account Value$232,250
- 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
- Pension consulting services
AL, AR, CA, CO, DE, FL, GA, IA, ID, IL, LA, MD, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, WA, WI, WY
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