Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berry? Claim Your ProfileBerry Crosby is a financial advisor with over 10 years of experience in the financial services industry. Berry is currently registered with LPL Financial LLC and has been with the firm since 2016. Prior to joining LPL Financial LLC, Berry was with EDWARD JONES. Berry is licensed to offer securities and investment advisory services in Alabama, Louisiana, and Mississippi. Berry has a strong background in providing financial advice to individuals, families, and businesses. Berry specializes in a variety of financial planning services, including retirement planning, college savings, investment management, and estate planning. Berry is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
02/19/2016 - Present
LPL Financial LLC (PURVIS MS)
MS
04/26/2010 - 02/22/2016
EDWARD JONES (MCCOMB MS)
BOTH
Issued 05/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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