TB
CFP
TB
CFP

Tommy Berry

30 Years of Experience
Oklahoma City, OK
Broker

Tommy Berry is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Oklahoma City, OK, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6307 Waterford Blvd., Suite 210, Oklahoma City, OK, 73118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2010 - Present · 16 yrs 1 mo
Raymond James & Associates, INC.
April 2010 - Present · 16 yrs 1 mo
Raymond James & Associates, INC.
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Edward Jones
October 2006 - April 2010 · 3 yrs 6 mos
Edward JonesBroker
June 1995 - April 2010 · 14 yrs 10 mos
State Registrations18 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.