Unclaimed Profile

Joseph King Berry

TWIN CITY PRIVATE WEALTH, LLC·WINSTON-SALEM, North Carolina

Series 3, Series 65Clean record11 years registeredTWIN CITY PRIVATE WEALTH, LLC

301 N MAIN STREET, WINSTON-SALEM, NC 27101CRD# 6399500Firm CRD# 315836

Profile Verification

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

Identity

Joseph King Berry · WINSTON-SALEM, NC

Registration

CRD #6399500 · TWIN CITY PRIVATE WEALTH, LLC · 11 years registered

Brand Profile

Not yet started

Career History

TWIN CITY PRIVATE WEALTH, LLC

Aug 2021 – present

SEMMAX FINANCIAL ADVISORS, INC.

Oct 2014 – Sep 2021

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · October 6, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWIN CITY PRIVATE WEALTH, LLC

CRD 315836 · SEC 801-130041

AUM

$111M

Regulatory assets under management

Employees

429 client accounts

Services offered by TWIN CITY PRIVATE WEALTH, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at TWIN CITY PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph King Berry offer?

Joseph King Berry specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Joseph King Berry's credentials?

Joseph King Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph King Berry located?

Joseph King Berry is based in WINSTON-SALEM, North Carolina, working with TWIN CITY PRIVATE WEALTH, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Joseph King Berry charge for services?

Joseph King Berry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWIN CITY PRIVATE WEALTH, LLC?

TWIN CITY PRIVATE WEALTH, LLC has approximately 6 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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