Warren Berger, financial advisor Wells ME

Warren Berger

CRD Number: 1003007
Current Firm: Salem Advisory Group LLC

Warren Berger (CRD# 1003007) is an Investment Advisor Representative working at Salem Advisory Group LLC in Wells, ME and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Salem Advisory Group, LLC Wells, ME Oct 2015 - Current 8
Lamaine Industries Sidell, LA Oct 2011 - Current 12
Salem Advisory Group, LLC Wells, ME Jan 2009 - Current 15
H. Beck, Inc. Rockville, MD Jan 2009 - Dec 2015 6
Salem Advisory Group Wells, ME May 2013 - Sep 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
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 Warren G. Berger
Phone Number: 207-641-8332
Registered State(s):
  • FL
  • ME
  • NH
  • OH
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $111,201
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, MA, ME, NH, OH, TX

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