Kurt BerryCRD 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.
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Vanderbilt Securities, LLC||Woodbury, NY||Nov 2019 - Current||2|
|Vanderbilt Advisory Services, LLC||Woodbury, NY||Nov 2019 - Current||2|
|Regulus Advisors, LLC||Kentwood, MI||Sep 2016 - Nov 2019||3|
|Regal Investment Advisors, LLC||Kentwood, MI||Sep 2016 - Nov 2019||3|
|The O.n. Equity Sales Company||Cincinnati, OH||May 2011 - Sep 2016||5|
|Ohio National Financial Services||Cincinnati, OH||Mar 2011 - Sep 2016||5|
|Massmutual||Rockford, IL||Jul 2005 - Sep 2016||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||May 2003|
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
Total Assets Under Management363MILLIONS
Total Number of Accounts4,147ACCOUNTS
Average Account Value$87,445
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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