Kurt Allen Berry
Investment adviser representative at Advisor Share Wealth Management, LLC
10 yearsExperience
5 statesRegistered in
$376.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Advisor Share Wealth Management, LLCJan 2025 to now
- First Advisors National, LLCJul 2022 to Jan 2025
- Vanderbilt Advisory Services, LLCNov 2019 to Jul 2022
- Vanderbilt Securities, LLCNov 2019 to Jul 2022
- Regal Investment Advisors, LLCSep 2016 to Nov 2019
- Regulus Advisors, LLCSep 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 5 states (CA, IA, MN, TN, TX).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4550773
- Firm CRD
- 307997