AdvisorOS Directory
Claim Profile
Unclaimed Profile
KB

Kevin Richard Berger

BERGER ASSET MANAGEMENT, INC.·TURLOCK, California
Series 2, Series 7, Series 63Clean record14 years registeredBERGER ASSET MANAGEMENT, INC.
701 EAST CANAL DRIVE, TURLOCK, CA 95380CRD# 2618858Firm CRD# 132945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Richard Berger · TURLOCK, CA
Registration
CRD #2618858 · BERGER ASSET MANAGEMENT, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

BERGER ASSET MANAGEMENT, INC.
Dec 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Series 63
Registration record
First registered · December 2, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BERGER ASSET MANAGEMENT, INC.
CRD 132945 · SEC 801-68911
AUM
$35M
Regulatory assets under management
Employees
1
120 client accounts
Services offered by BERGER ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BERGER ASSET MANAGEMENT, INC. →
Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TURLOCK?

Browse all registered financial advisors in TURLOCK, California or claim this profile if it's yours.

Browse TURLOCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kevin Richard Berger offer?
Kevin Richard Berger specializes in Investment Management, Fee-Only Advisory. Contact their office in TURLOCK, California for a consultation.
What are Kevin Richard Berger's credentials?
Kevin Richard Berger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Richard Berger located?
Kevin Richard Berger is based in TURLOCK, California, working with BERGER ASSET MANAGEMENT, INC.. Their office serves clients in the TURLOCK metropolitan area and surrounding communities.
How does Kevin Richard Berger charge for services?
Kevin Richard Berger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERGER ASSET MANAGEMENT, INC.?
BERGER ASSET MANAGEMENT, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in TURLOCK, California

Michael Thomas Abram
INTEGRAL INVESTMENT ADVISORS, INC.·TURLOCK, CA
Jodi Ann Karambela
INTEGRAL INVESTMENT ADVISORS, INC.·TURLOCK, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile