William Berger, financial advisor Phoenix AZ

William Berger

CRD Number: 1018443
Current Firm: Park Avenue Securities LLC

William Berger (CRD# 1018443) is an Investment Advisor Representative working at Park Avenue Securities LLC in Phoenix, AZ and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities LLC Phoenix, AZ May 1999 - Current 20
Guardian Life Insurance Company New York, NY Jul 1991 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for William C. Berger
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • CO
  • HI
  • MO
  • NE
  • NV
  • NJ
  • NM
  • NC
  • OH
  • PA
  • SD
  • UT
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    5,706
    MILLIONS
  • Total Number of Accounts
    31,460
    ACCOUNTS
  • Average Account Value
    $181,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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