CB
CB

Christopher Lynn Berry

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$371K average
Assets Under Management
$165.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Elmira, OR

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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

Christopher is a CPA/Secretary at Principle Accounting PC, a full-service accounting practice, dedicating nearly full-time hours. He is also involved with several real estate and business ventures, including 3-Star Rentroll LLC, Star Meat Company, Inc., and ApleBerry Ventures, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Go Wealth Management
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Avantax Advisory Services
December 2022 - June 2023 · 6 mos
Avantax Investment Services, INC.Broker
October 2022 - June 2023 · 8 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Christopher Lynn Berry - Financial Advisor | TrueAdvisor