Michelle
Berry
Berry Wealth Group
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About this Advisor
Michelle Berry is a financial advisor based in Granbury, Texas, working with Berry Wealth Group. Michelle has previously held positions at Berry Wealth Group, Lp, Raymond James Financial Services, Inc, and Raymond James Financial Services Advisors, Inc. Michelle has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Michelle is part of Berry Wealth Group, which operates out of Granbury, Texas. The firm has 6 employees and manages assets totaling $229.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Berry Wealth Group includes asset-based fees.
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Berry Wealth Group Brokerage Details
$229,705,275
6
899
$255,512
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michelle Berry Work History
Berry Wealth Group, Lp
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Michelle 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 Berry Wealth Group
Granbury, TX
Granbury, TX
Granbury, TX
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