Unclaimed Profile

Randy Lee Berry

PROFESSIONAL ADVISORY GROUP, INC.·ROSWELL, Georgia

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record18 years registeredPROFESSIONAL ADVISORY GROUP, INC.

500 COLONIAL CENTER PARKWAY,, ROSWELL, GA 30076-4885CRD# 1020336Firm CRD# 126453

Profile Verification

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

Identity

Randy Lee Berry · ROSWELL, GA

Registration

CRD #1020336 · PROFESSIONAL ADVISORY GROUP, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROFESSIONAL ADVISORY GROUP, INC.

UNITED CAPITAL FINANCIAL ADVISERS

Jun 2013 – Jan 2018

ALPHARETTA, GA

PROFESSIONAL ADVISORY GROUP, INC.

Dec 2007 – Nov 2013

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 6, 2007

Years registered · 18

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROFESSIONAL ADVISORY GROUP, INC.

CRD 126453 · SEC 801-64447

AUM

$39M

Regulatory assets under management

Employees

185 client accounts

Services offered by PROFESSIONAL ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROFESSIONAL ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Randy Lee Berry offer?

Randy Lee Berry specializes in Financial Planning, Investment Management.

What are Randy Lee Berry's credentials?

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

Where is Randy Lee Berry located?

Randy Lee Berry is based in ROSWELL, Georgia, last registered with PROFESSIONAL ADVISORY GROUP, INC..

How does Randy Lee Berry charge for services?

Randy Lee Berry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROFESSIONAL ADVISORY GROUP, INC.?

PROFESSIONAL ADVISORY GROUP, INC. has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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