Unclaimed Profile

William Brian Berlin

BEARD INVESTMENT SERVICES, INC.·YOUNGSTOWN, Ohio

SIE, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record23 years registeredBEARD INVESTMENT SERVICES, INC.

108 W WESTERN RESERVE ROAD, YOUNGSTOWN, OH 44514CRD# 3129851Firm CRD# 106249

Profile Verification

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

Identity

William Brian Berlin · YOUNGSTOWN, OH

Registration

CRD #3129851 · BEARD INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

VALMARK ADVISERS, INC.

Feb 2017 – present

BPS WEALTH ADVISORS, INC.

Feb 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · February 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEARD INVESTMENT SERVICES, INC.

CRD 106249 · SEC 801-37961

AUM

$455M

Regulatory assets under management

Employees

745 client accounts

Services offered by BEARD INVESTMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEARD INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does William Brian Berlin offer?

William Brian Berlin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in YOUNGSTOWN, Ohio for a consultation.

What are William Brian Berlin's credentials?

William Brian Berlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Brian Berlin located?

William Brian Berlin is based in YOUNGSTOWN, Ohio, working with BEARD INVESTMENT SERVICES, INC.. Their office serves clients in the YOUNGSTOWN metropolitan area and surrounding communities.

How does William Brian Berlin charge for services?

William Brian Berlin'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 BEARD INVESTMENT SERVICES, INC.?

BEARD INVESTMENT SERVICES, INC. has approximately 5 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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