CB
Christopher L. Berry
GO WEALTH MANAGEMENT
ELMIRA, OR
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CRD#: 6234644
CB
Professional summary
Christopher Lynn Berry, who also goes by Chris Berry, Chris L Berry, Chris Berry, Christopher L Berry, Christopher Berry, is a registered financial advisor currently at GO WEALTH MANAGEMENT located in Elmira, Oregon.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christopher has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Berry | Chris L Berry | Chris Berry | Christopher L Berry | Christopher Berry
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.
1) PRINCIPLE ACCOUNTING PC POSITION: CPA/Secretary NATURE: Full Service Accounting Practice...Tax Preparation Consulting Tax Planning Tax Strategies1031 Exchanges Business Tax Individual Tax Partnership, Tax Estate, Tax Trust Returns, INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/12/2012 ADDRESS: 1580 Valley River Dr., Suite 290, Eugene OR 97401, United States DESCRIPTION: Prepare Tax Returns Review Tax Returns IRS & State Notices, Sign & Submit Tax Returns ,Consult with Clients Tax Strategies 2) 3-STAR RENTROLL LLC POSITION: Member NATURE: Real Estate Rental Property. This is the entity that holds the Rental Real Estate Property, Rents Received are through ApleBerry Ventures LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2019 ADDRESS: 1580 Valley River Dr., Suite 290, Eugene OR 97401, United States DESCRIPTION: No responsibilities. Responsibilities are maintained through ApleBerry.3 Star Holds The Property. ApleBerry Ventures collects the rent. Principle Accounting does records the transactions within 3 Star for Bookkeeping and Tax Preparation. 3) STAR MEAT COMPANY, INC. POSITION: Shareholder NATURE: Butcher Shop... Processing Livestock, Beef, Pork, Lamb, and Game Meat Processing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2019 ADDRESS: 90362 Prairie Road, Eugene OR 97402, United States DESCRIPTION: I do not take part in the operations of this company. Ownership will be closed out by year end, I have no duties tied to this entity... 4) APLEBERRY VENTURES, LLC POSITION: Member NATURE: Rental Income. Currently this Entity does not Hold Real Estate.3-Star Rental holds the property. ApleBerry Ventures receives the income INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/20/2019 ADDRESS: 23897 Warthen Rd, Elmira OR 97437, United States DESCRIPTION: Manage Rent Income Family Partnership. Currently there are no other duties as the rental property is held through 3-Star Rentrol.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lynn Berry's 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®
NoneExperience
Current
May 30, 2023 - Present
GO WEALTH MANAGEMENT
RIA
CRD#: 290254
ELMIRA, OR
Past
December 22, 2022 - June 2, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
EUGENE, OR
Past
October 24, 2022 - June 2, 2023
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Eugene, OR
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".
GW
GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD#: 290254 / SEC#: 801-123534
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)Arkansas
Registered Investment Advisory firm - (3/28/2022 Terminated)California
Registered Investment Advisory firm - (4/27/2022 Terminated)Idaho
Registered Investment Advisory firm - (3/28/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Oregon
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)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
Oregon(5/30/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/24/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
GW
GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD#: 290254 / SEC#: 801-123534
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)Arkansas
Registered Investment Advisory firm - (3/28/2022 Terminated)California
Registered Investment Advisory firm - (4/27/2022 Terminated)Idaho
Registered Investment Advisory firm - (3/28/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Oregon
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4710 Village Plaze Loop Suite 240, Eugene, OR 97401
Mailing Address
Phone number
(541) 338-7631
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 446 |
| AUM (Assets Under Management) | $ 165,634,211 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
