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Kurt Allen Berry

First Advisors National, LLC

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About Kurt Allen Berry

Kurt Allen Berry is a financial advisor registered in Tennessee. Kurt Berry has been in the financial industry for over 20 years. Kurt Berry currently works for First Advisors National, LLC. Before this Kurt Allen Berry worked for Vanderbilt Securities, LLC, Regulus Advisors, LLC and The O.N. Equity Sales Company. Kurt Berry holds Series 63, 65, and 7 securities licenses. Kurt Berry specializes in Retirement Planning and Portfolio Management. Kurt Berry works with individuals and families to implement financial and insurance strategies.

Firm Information

Kurt Berry is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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Kurt Berry’s Registration & Firm History

TN

07/08/2022 - Present

First Advisors National, LLC (Johnson City TN)

TN

11/01/2019 - 07/07/2022

VANDERBILT SECURITIES, LLC (Elizabethton TN)

IL

10/05/2016 - 11/06/2019

REGULUS ADVISORS, LLC (Rockford IL)

IL

05/09/2011 - 10/07/2016

THE O.N. EQUITY SALES COMPANY (ROCKFORD IL)

IL

07/22/2005 - 05/13/2011

MML INVESTORS SERVICES, LLC (LOVES PARK IL)

NJ

04/15/2003 - 08/12/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

MO

08/20/2002 - 03/11/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 05/02/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Kurt Allen Berry. Review regulatory record here.
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