Albert Berg is a registered investment advisor, based in Greenville, SC, with 12 years of industry experience. Albert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
201 Riverplace, Suite 500, Greenville, SC, 29601
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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
Albert receives rental income from real estate and dedicates minimal time to managing the property. He also sells fixed insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Green Vista Capital, LLC
Green Vista Capital, LLCBroker
Fortis Capital Advisors, LLC
Previous Registrations
Great Point Capital LLCBroker
Metric Financial, LLCBroker
D.H. Hill Securities, LllpBroker
Belpointe Asset Management LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
PNC Investments
PNC InvestmentsBroker
Palmetto Premier Advisors, LLC
Southeast Investments, N.c., INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations10 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.
Exams
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