Corey Berla (CRD# 6761783) is an Investment Advisor Representative working at Berla Investment Consulting in Alamo, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berla Investment Consulting | Walnut Creek, CA | Jan 2017 - Current | 7 |
| City Of Walnut Creek | Walnut Creek, CA | Jul 2013 - Current | 10 |
| Berla Investment Consulting | Walnut Creek, CA | May 2011 - Dec 2016 | 5 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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