Joseph King Berry
Investment adviser representative at Twin City Private Wealth, LLC
12 yearsExperience
1 stateRegistered in
$151.3MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Twin City Private Wealth, LLCAug 2021 to now
- Twin City Private Wealth, LLC F/k/a Dogwood Wealth Advisors, LLCAug 2021 to now
- Semmax Financial Advisors, Inc.Aug 2014 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Twin City Private Wealth, LLC
$151.3MAssets managed
291Clients
4Advisers
2 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
- 6399500
- Firm CRD
- 315836