Dino
Berri

Lpl Financial LLC

CRD#6485076
Investment Advisor
in Southfield, MI

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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

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

27000 Evergreen Rd
Southfield, MI 48076

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

MI Average: $646,059,043
Total Number of Employees

35,841

MI Average: 13
Total Number of Accounts

1,910,545

MI Average: 661
Average Account Size

$242,588

MI Average: $977,396

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

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Michigan Educational Credit Union

2022 - 2022 (< 1 year)

Park Avenue Securities

2022 - 2022 (< 1 year)

Guardian Life Insurance Company

2021 - 2022 (1 year)

Exp Realty

2021 - 2022 (1 year)

Midland National

2021 - 2022 (1 year)

Priority 1 Lending

2020 - 2020 (< 1 year)

Infinex Investments, Inc

2020 - 2020 (< 1 year)

Flagstar Bank

2020 - 2021 (1 year)

Estate Information Services

2020 - 2021 (1 year)

Secure Mortgage Funding

2020 - 2020 (< 1 year)

Premer One Group

2020 - 2021 (1 year)

Secure Asset Management, L.L.C

2019 - 2021 (2 years)

Secure Investors Group

2018 - 2020 (2 years)

Citizens Securities, Inc

2018 - 2018 (< 1 year)

United Shore

2018 - 2018 (< 1 year)

Keller Williams

2018 - 2020 (2 years)

Citizens Bank

2017 - 2017 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (< 1 year)

Bank Of America, N.A

2016 - 2017 (1 year)

Securian Financial Services Inc

2016 - 2017 (1 year)

Minnesota Life Insurance Co

2016 - 2017 (1 year)

Wealth Strategies Financial Group

2015 - 2016 (1 year)

Metlife Securities Inc

2014 - 2015 (1 year)

Elite Marketing

2010 - 2016 (6 years)

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.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paula Aveni
Ballston Spa, NY
Debra Nelson
Mt. Pleasant, SC
Steven Perillo
Staten Island, NY
Steven Lee
Orlando, FL
Lance Modawell
San Angelo, TX
Brian Cussimanio
Lyndonville, VT
David Doane
Bingham, ME

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