Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Berry is a financial advisor who has been in the industry since 1988. He currently works at Independent Financial Partners and has been with the firm since 2023. Richard Berry is a registered investment advisor in California, Florida, Illinois, and New York. Richard Berry has a broad range of experience, including working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. He provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/18/2024 - Present
Independent Financial Partners (TAMPA FL)
FL
06/12/1996 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (PALM BEACH GARDENS FL)
NY
01/18/1993 - 06/05/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/15/1991 - 01/21/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
07/23/1986 - 02/26/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Berry is the right advisor for you? Invested Better is here to help.
