William Berlin, financial advisor Youngstown OH
93 score

William Berlin

CRD Number: 3129851
Current Firm: Beard Investment Services, Inc.

William Berlin (CRD# 3129851) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Feb 2017 - Current 1
Valmark Securities, Inc. Akron, OH Jan 2017 - Current 1
Beard Investment Services, Inc. Youngstowh, OH Feb 2002 - Current 16
Beard Financial Services, Inc. Youngstown, OH Feb 2001 - Current 17
Beard Pension Services, Inc. Youngstown, OH Aug 1998 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
Contact Info for William B. Berlin
Phone Number: 330-758-0575
Registered State(s):
  • GA
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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