Dante Berry is a registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3939 Osuna Rd Ne, Albuquerque, NM, 87109-4431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dante works for U.S. Eagle Credit Union and U.S. Eagle Investment Services, dedicating full-time hours to the latter. He also serves as a non-profit board member and Valencia County Commissioner, spending a few hours per week on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Vanguard Marketing CorporationBroker
State Registrations7 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.