Dino
Berri
Lpl Financial LLC
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About this Advisor
Dino Berri is a financial advisor based in Southfield, Michigan, working with Lpl Financial LLC. Dino has previously held positions at Elite Marketing, Metlife Securities Inc, Securian Financial Services Inc, Minnesota Life Insurance Co, Wayne State University, Wealth Strategies Financial Group, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Citizens Securities, Inc, United Shore, Keller Williams, Infinex Investments, Inc, Flagstar Bank, Citizens Bank, Estate Information Services, Secure Mortgage Funding, Premer One Group, Secure Investors Group, Park Avenue Securities, Guardian Life Insurance Company, Exp Realty, Midland National, Priority 1 Lending, Lpl Financial LLC, Michigan Educational Credit Union, and Secure Asset Management, L.L.C. Dino has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Dino is part of Lpl Financial LLC, which operates out of Southfield, Michigan. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Dino Berri Work History
Lpl Financial LLC
Michigan Educational Credit Union
Park Avenue Securities
Guardian Life Insurance Company
Exp Realty
Midland National
Priority 1 Lending
Infinex Investments, Inc
Flagstar Bank
Estate Information Services
Secure Mortgage Funding
Premer One Group
Secure Asset Management, L.L.C
Secure Investors Group
Citizens Securities, Inc
United Shore
Keller Williams
Citizens Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Securian Financial Services Inc
Minnesota Life Insurance Co
Wealth Strategies Financial Group
Metlife Securities Inc
Elite Marketing
Wayne State University
Disclosures
Please visit the SEC profile of Dino Berri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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