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CFP
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CFP

Rebecca Berger

Private Advisor Group, LLC
12 Years of Experience
Center Valley, PA
Broker
View SEC Summary
View SEC Summary

Rebecca Berger is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Center Valley, PA, with 12 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4505 Saucon Creek Rd Ste 100, Center Valley, PA, 18034

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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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Other Business Activities

Rebecca operates Capital Planning Wealth Management as a DBA for her LPL business and provides administrative and investment advisory services through Private Advisor Group, LLC. These activities are investment-related and take up nearly all of Rebecca's time.

Employment History
Current Registrations
Private Advisor Group, LLC
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
National Planning CorporationBroker
October 2014 - November 2017 · 3 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
September 2014 - October 2014 · 1 mo
State Registrations1 state
PA
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.
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