John
Berry

Cambridge Investment Research Advisors, Inc

CRD#1370080
Investment Advisor
in Hendersonville, NC

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About this Advisor

John Berry is a certified financial planner based in Hendersonville, North Carolina, with 11 years of financial industry experience. Berry is on the advisory team at Cambridge Investment Research Advisors, Inc. Throughout their career, Berry has worked at Invest Financial Corp, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Berry holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Cambridge Investment Research Advisors, Inc is an advisory firm operating in Hendersonville, North Carolina. It has offices in 1,905 locations and a total of 2,982 advisors. It oversees $56 billion in assets under management across its 297,440 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 297,440 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. The company offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

14 Towne Place Dr., Suite 110
Hendersonville, NC 28792

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

NC Average: $9,259,360,772
Total Number of Employees

2,982

NC Average: 166
Total Number of Accounts

297,440

NC Average: 7,189
Average Account Size

$188,808

NC Average: $1,287,990

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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
  • Market timing services
  • Educational seminars/workshops

John Berry Work History

John has 11 years of experience.

2017 - Present (4 years)

Cambridge Investment Research, Inc

2017 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2009 - 2017 (8 years)

Invest Financial Corp

Disclosures

John Berry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Daniel Vanwinkle
Fairfield, IA
Dominic Carradero
San Jose, CA
Marika Somorjai
San Jose, CA
Jennifer Thorne
Beachwood, OH
John Ladick
Fairfield, IA
Marc La Vigne
Waxhaw, NC
Craig Swan
Colorado Springs, CO
Chad Arrington
Bel Air, MD

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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