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Joseph Frank Bert

CERTIFIED ADVISORY CORP·ALTAMONTE SPRINGS, Florida
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1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL 32714-2033CRD# 827053Firm CRD# 120990
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CERTIFIED ADVISORY CORP
CERTIFIED ADVISORY CORP
AUM
$2.3B
Regulatory assets under management
Employees
37
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITATION FEES
Regulatory
SEC/IARD CRD# 827053
Firm CRD# 120990
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Other advisors in ALTAMONTE SPRINGS
Sheri Mingus Cuff — CERTIFIED ADVISORY CORPJerold Roger Meier — AEGIS FINANCIAL ADVISORS INCRain Hughes — FAIRWAY FINANCIAL, LLCJohn Joseph Didomenico — FAIRWAY FINANCIAL, LLCBarry Merton Smith — CERTIFIED ADVISORY CORP
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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