Richard Berger, financial advisor Wall Township NJ

Richard Berger

CRD Number: 702839
Current Firm: Arkadios Wealth Advisors

Richard Berger (CRD# 702839) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Wall Township, NJ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
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 Dec 1979 - Mar 2014 34
Berger Agency-new England Life Neptune, NJ Nov 1977 - Mar 2014 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
Disclosure Information

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
Contact Info for Richard S. Berger
Phone Number: 404-445-0035
Registered State(s):
  • CA
  • NJ
By the Numbers
  • Total Assets Under Management
    1,901
    MILLIONS
  • Total Number of Accounts
    8,185
    ACCOUNTS
  • Average Account Value
    $232,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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