Unclaimed Profile

Joseph Frank Bert

CERTIFIED ADVISORY CORP·ALTAMONTE SPRINGS, Florida

Clean recordCERTIFIED ADVISORY CORP

1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL 32714-2033CRD# 827053Firm CRD# 120990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Frank Bert · ALTAMONTE SPRINGS, FL

Registration

CRD #827053 · CERTIFIED ADVISORY CORP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph Frank Bert is a registered financial advisor based in ALTAMONTE SPRINGS, Florida, affiliated with CERTIFIED ADVISORY CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Joseph

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

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

Firm Overview

Firm

CERTIFIED ADVISORY CORP

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CERTIFIED ADVISORY CORP →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITATION FEES

Regulatory

SEC/IARD CRD# 827053

Firm CRD# 120990

View on FINRA BrokerCheck →

Looking for a financial advisor in ALTAMONTE SPRINGS?

Browse all registered financial advisors in ALTAMONTE SPRINGS, Florida or claim this profile if it's yours.

Browse ALTAMONTE SPRINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph Frank Bert offer?

Joseph Frank Bert specializes in Financial Planning, Investment Management. Contact their office in ALTAMONTE SPRINGS, Florida for a consultation.

What are Joseph Frank Bert's credentials?

Joseph Frank Bert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Frank Bert located?

Joseph Frank Bert is based in ALTAMONTE SPRINGS, Florida, working with CERTIFIED ADVISORY CORP. Their office serves clients in the ALTAMONTE SPRINGS metropolitan area and surrounding communities.

How does Joseph Frank Bert charge for services?

Joseph Frank Bert's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERTIFIED ADVISORY CORP?

CERTIFIED ADVISORY CORP has approximately 37 employees and manages $2.3B 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 →