John Berry (CRD# 2682535) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Mineral Wells, TX and has over 28 years of experience in the finance industry.
CRD# 5994568
Edward Jones
CRD# 3260881
Western Reserve Wealth Management LLC
CRD# 3159061
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ica Group Wealth Management, LLC | Mineral Wells, TX | Jul 2021 - Current | 2 |
| Lpl Financial LLC | Mineral Wells, TX | Nov 2017 - Current | 6 |
| Investment Centers Of America, Inc. | Mineral Wells, TX | May 2006 - Nov 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
- TX
-
Total Assets Under Management1,161MILLIONS
-
Total Number of Accounts6,308ACCOUNTS
-
Average Account Value$184,075
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.