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Vince Anthony Berta

LANDMARK FINANCIAL ADVISORS, LLC·BOWLING GREEN, Kentucky
Clean recordLANDMARK FINANCIAL ADVISORS, LLC
911 COLLEGE STREET, BOWLING GREEN, KY 42101CRD# 4732880Firm CRD# 129435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vince Anthony Berta · BOWLING GREEN, KY
Registration
CRD #4732880 · LANDMARK FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Vince Anthony Berta is a registered financial advisor based in BOWLING GREEN, Kentucky, affiliated with LANDMARK FINANCIAL ADVISORS, LLC. 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
LANDMARK FINANCIAL ADVISORS, LLC
LANDMARK FINANCIAL ADVISORS, LLC
AUM
$504M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LANDMARK FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4732880
Firm CRD# 129435
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vince Anthony Berta offer?
Vince Anthony Berta specializes in Financial Planning, Investment Management. Contact their office in BOWLING GREEN, Kentucky for a consultation.
What are Vince Anthony Berta's credentials?
Vince Anthony Berta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vince Anthony Berta located?
Vince Anthony Berta is based in BOWLING GREEN, Kentucky, working with LANDMARK FINANCIAL ADVISORS, LLC. Their office serves clients in the BOWLING GREEN metropolitan area and surrounding communities.
How does Vince Anthony Berta charge for services?
Vince Anthony Berta's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDMARK FINANCIAL ADVISORS, LLC?
LANDMARK FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANDMARK FINANCIAL ADVISORS, LLC

William H Borders
BOWLING GREEN, KY
Lewis Brent Mason
BOWLING GREEN, KY
Thomas Arthur Donnelly
BOWLING GREEN, KY

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Nearby cities in Kentucky
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Research
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