Joseph
Bert
Certified Advisory Corp
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About this Advisor
Joseph Bert is a financial advisor based in Altamonte Springs, Florida, working with Certified Advisory Corp. Joseph has previously held positions at Certified Insurance Corp, Certified Financial Group, Inc, Certified Advisory Corp, and Certified Financial Group, Inc. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Delaware, Florida, and Texas. Currently, Joseph is part of Certified Advisory Corp, which operates out of Altamonte Springs, Florida. The firm has 5 offices and 37 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Certified Advisory Corp includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Certified Advisory Corp Brokerage Details
$2,272,751,721
37
5,840
$389,170
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Bert Work History
Certified Advisory Corp
Certified Advisory Corp
Certified Financial Group,Inc
Certified Advisory Corp
Certified Advisory Corp
Certified Financial Group, Inc
Certified Insurance Corp
Certified Insurance Corp
Disclosures
Please visit the SEC profile of Joseph Bert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
Altamonte Springs, FL
Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
