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Helping Preserve Wealth
One Client at a Time.
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MBA |
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Strategies for preservation of capital; tax and risk management |
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Municipal, government, corporate and foreign bonds |
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Designation: CA Insurance Agent |
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“The Bond Man” |
Mr. Berry specializes in bonds in the Century City branch office of Wells Fargo Advisors, LLC. He is a nearly four-decade veteran of the securities brokerage industry. Mr. Berry is a member of the Chairman’s Circle,* Platinum Level and has been included in the 27th position among Barron’s magazine Top 1,000 Advisors for 2009.**
The Berry Financial Strategies Group provides multiple services and emphasizes capital preservation and conservative bond investments.
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Areas of Focus
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Map
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR1211-2059B 12/12].
*A production-based distinction held by a select group of Financial Advisors within the firm and reflects a superior level of professional achievement. **The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors’ practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion, because most advisors do not have audited track records. Criteria was based on more than 3,000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Los Angeles area (includes Los Angeles county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 35,300 wealth managers in the area. 1,019 award candidates in the Los Angeles area were considered for the award, of which 176 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Los Angeles Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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