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Angela Faye Berry

LONG-TERM SOLUTIONS, LLC·SAN FRANCISCO, California
Unclaimed Profile
601 CALIFORNIA STREET, SAN FRANCISCO, CA 94108CRD# 4594868Firm CRD# 137611
01

About

Angela Faye Berry is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LONG-TERM SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LONG-TERM SOLUTIONS, LLC
LTS CAPITAL ADVISORS
AUM
$147M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LONG-TERM SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4594868
Firm CRD# 137611
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angela Faye Berry offer?
Angela Faye Berry specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Angela Faye Berry's credentials?
Angela Faye Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Faye Berry located?
Angela Faye Berry is based in SAN FRANCISCO, California, working with LONG-TERM SOLUTIONS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Angela Faye Berry charge for services?
Angela Faye Berry's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG-TERM SOLUTIONS, LLC?
LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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