Natalie Berning
Natalie Berning is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 11 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
6300 SW Meadow Road, Lake Oswego, OR, 97035
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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 Activities
Natalie works as an associate/employee for OnPoint Investment Services, offering the sale and service of non-deposit investment products to members of OnPoint Community Credit Union, and also works as a financial advisor for OnPoint Community Credit Union. Both activities take about half of Natalie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations13 states
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