Unclaimed Profile

Joseph Frank Bert

CERTIFIED ADVISORY CORP·ALTAMONTE SPRINGS, Florida

Series 1, Series 26, Series 62, Series 63CFP34 years registeredCERTIFIED 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 · 34 years registered

Brand Profile

Not yet started

Career History

CERTIFIED ADVISORY CORP

Oct 1991 – present

Registrations & Exams

FINRA examinations passed

Series 1

Series 26

Series 62

Series 63

Registration record

First registered · October 22, 1991

Years registered · 34

Professional designation · CFP

Disclosure History

1998Regulatory·Final

1997Customer Dispute·Award / Judgment

1991Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CERTIFIED ADVISORY CORP

CRD 120990 · SEC 801-61305

AUM

$2.3B

Regulatory assets under management

Employees

5,840 client accounts

Services offered by CERTIFIED ADVISORY CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CERTIFIED ADVISORY CORP →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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