Johnny Brandon Berry
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Fidelity BankApr 2026 to now
- LPL Financial LLCApr 2026 to now
- Blueprint Financial Advisors, LLCOct 2025 to Apr 2026
- Maplewood Investments, Inc.Oct 2025 to Apr 2026
- UnemployedJul 2025 to Oct 2025
- Northwestern Mutual Investment Services LLCJun 2025 to Jul 2025
- Northwestern Mutual Life Insurance CompanyJun 2025 to Jul 2025
- Comparion InsuranceDec 2024 to Jun 2025
- UnemployedAug 2024 to Dec 2024
- State Employees Credit UnionNov 2007 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5896493
- Firm CRD
- 6413