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Vince Anthony Berta

LANDMARK FINANCIAL ADVISORS, LLC·BOWLING GREEN, Kentucky
Unclaimed Profile
911 COLLEGE STREET, BOWLING GREEN, KY 42101CRD# 4732880Firm CRD# 129435
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
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4732880
Firm CRD# 129435
No disclosures on file
View on FINRA BrokerCheck →

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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 in BOWLING GREEN
Thomas Arthur Donnelly — LANDMARK FINANCIAL ADVISORS, LLCLewis Brent Mason — LANDMARK FINANCIAL ADVISORS, LLCWilliam H Borders — LANDMARK FINANCIAL ADVISORS, LLCSteven Allen Wheeler — CRI WEALTH ADVISORS, L.L.C.Phillip Anthony Walker — WALKER FINANCIAL SERVICES, INC.
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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