Brian Berry
Brian Berry is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Santa Barbara, CA, with 14 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.
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IM Fee
Assets Under Management
Fee Structure
Location
125 E De La Guerra Street, Suite 204, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations14 states
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