Larry A. Berger
Professional summary
Larry Allen Berger, CFP® is a registered financial advisor currently at BERGER FINANCIAL GROUP located in Plymouth, Minnesota.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Larry has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 51, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Larry Allen Berger's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2020 - Present
BERGER FINANCIAL GROUP
Office #1: 1695 State Hwy 169, Plymouth, MN 55441December 9, 2013 - August 24, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
April 19, 2002 - August 24, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
May 12, 1987 - April 19, 2002
CETERA ADVISORS LLC
May 23, 1985 - May 26, 1987
MARQUETTE FINANCIAL GROUP, INC.
Primary Firm SEC Registration
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2020)
Exams
Current Firm
BERGER FINANCIAL GROUP
CRD#: 308174 / SEC#: 801-118923
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,333 |
| AUM (Assets Under Management) | $ 2,500,753,183 |
Red Flags
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