Kurt
Berry
First Advisors National, LLC
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About this Advisor
Kurt Berry is a financial advisor based in Johnson City, Tennessee who has 1 year of relevant experience. Berry is an employee of First Advisors National, LLC. Over the course of their career, they have held roles at Massmutual, The O.N. Equity Sales Company, Ohio National Financial Services, Regulus Advisors, LLC, Regal Investment Advisors, LLC, Vanderbilt Securities, LLC and Vanderbilt Advisory Services, LLC. Berry maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Tennessee. First Advisors National, LLC is an advisory business operating out of Atlanta, GA. The company has offices in 60 locations and a total of 63 advisors. It controls $350 million in total assets between its 4,080 accounts, placing it among the bigger financial advisory firms in the country by assets under management. First Advisors National, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which service is offered. Fees charged by First Advisors National, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Advisors National, LLC Brokerage Details
$350,351,823
63
4,080
$85,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kurt Berry Work History
Kurt has been registered as a financial advisor for 1 years.*
Vanderbilt Securities, LLC
Vanderbilt Advisory Services, LLC
Regulus Advisors, LLC
Regal Investment Advisors, LLC
The O.N. Equity Sales Company
Ohio National Financial Services
Massmutual
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kurt Berry 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 First Advisors National, LLC
Henrico, VA
Flowery Branch, GA
Libertyville, IL
Phoenux, AZ
Greer, SC
Fairfield, CA
Denton, TX
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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