Kelly Berry
Kelly Berry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watseka, IL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
204 E. Cherry Street, Watseka, IL, 60970
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly is an associate/employee at Iroquois Federal and Iroquois Financial, a Raymond James branch office DBA. Kelly also works as an agent for Iroquois Insurance, dedicating a few hours per week based on referrals.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations28 states
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