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Randy Lee Berry

PROFESSIONAL ADVISORY GROUP, INC.·ROSWELL, Georgia
Clean recordPROFESSIONAL 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Randy Lee Berry is a registered financial advisor based in ROSWELL, Georgia, affiliated with PROFESSIONAL ADVISORY GROUP, INC.. 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
Introduction

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03

Firm Overview

Firm
PROFESSIONAL ADVISORY GROUP, INC.
PROFESSIONAL ADVISORY GROUP, INC.
AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PROFESSIONAL ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1020336
Firm CRD# 126453
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Randy Lee Berry offer?
Randy Lee Berry specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Randy Lee Berry's credentials?
Randy Lee Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randy Lee Berry located?
Randy Lee Berry is based in ROSWELL, Georgia, working with PROFESSIONAL ADVISORY GROUP, INC.. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
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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Research
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