Michael Berry
Michael Berry is a ChFC-designated registered investment advisor at Apricity Financial, LLC, based in Mooresville, NC, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 63 clients with $110M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mooresville, NC
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2015Employment Separation After Allegations
December 2012Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent and managing member of Apricity Advisors, LLC, dedicating about 10-20% of his time to insurance sales and implementation of insurance recommendations. He is also a member of Apricity Holding Company LLC, a passive investment, requiring minimal time.
Employment History
Current Registrations
Apricity Financial, LLC
Previous Registrations
Addicus Advisory, LLC
Lion Street Financial, LLCBroker
Msf Investment Advisory LLC.
Purshe Kaplan Sterling InvestmentsBroker
Ojm Group, LLC
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 states
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.