Michelle L. Berry

BERRY WEALTH GROUP | Financial Planner

Granbury, TX 76048

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CRD#: 2953646

Professional summary

Michelle Leigh Berry, CFP®, who also goes by Michelle Leigh Walker, is a registered financial advisor currently at BERRY WEALTH GROUP located in Granbury, Texas.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michelle has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Trading individual securities

Institutional consulting

Trust & estate planning

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Michelle Leigh Walker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Sales; Investment-related; Same Address; Yes; Individual Capacity; 01/1998; Approximately 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Leigh Berry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 27, 2023 - Present

BERRY WEALTH GROUP

Office #1: 920 Whitehead Dr., Granbury, TX 76048

RIA

CRD#: 327346

Granbury, TX

Past

January 2, 2009 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GRANBURY, TX

Past

January 8, 1998 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

GRANBURY, TX

Past

November 21, 1997 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GRANBURY, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERRY WEALTH GROUP

BERRY WEALTH GROUP | BERRY WEALTH GROUP, LP

CRD#: 327346 / SEC#: 801-128496

RIA

Registered Investment Advisory firm - (7/31/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/19/2003

General Securities Principal Examination

Current Firm

BERRY WEALTH GROUP

BERRY WEALTH GROUP | BERRY WEALTH GROUP, LP

CRD#: 327346 / SEC#: 801-128496

RIA

Registered Investment Advisory firm - (7/31/2023 Approved)

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Contact information

Main Address

920 Whitehead Dr., Granbury, TX 76048

Mailing Address

Phone number

(817) 573-9595

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERRY WEALTH DISCLOSURE BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	997
AUM (Assets Under Management)	$ 242,596,499

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michelle L. Berry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Leigh Berry's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BERRY WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/12/1997

SIE

Date: 10/1/2018

Series 7

Date: 11/18/1997

Series 24

Date: 9/19/2003

Current Firm

BERRY WEALTH GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERRY WEALTH GROUP

TRUST BUT VERIFY

Contact information

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