Kurt Berry, financial advisor Johnson City TN

Kurt Berry

CRD Number: 4550773
Current Firm: First Advisors National, LLC

Kurt Berry (CRD# 4550773) is an Investment Advisor Representative working at First Advisors National, LLC in Johnson City, TN and has over 19 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination May 2003
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 Kurt A. Berry
Phone Number: 1-855-326-7427
Firm Website: https://www.fanria.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    363
    MILLIONS
  • Total Number of Accounts
    4,147
    ACCOUNTS
  • Average Account Value
    $87,445
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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