Warren George Berger

ChFC

Salem Advisory Group LLC

42 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Insurance Planning

Salem Advisory Group LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

319 clients

Average Client Portfolio

$206K average

Assets Under Management

$65.8M

Location

1332 Post Road, Suite 2A, Wells, ME, 04090

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History

Regulatory History (1)

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Regulatory

April 2018

Final

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Employment History

Current Registrations

Salem Advisory Group LLC

January 2009 - Present · 17 yrs 1 mo

Previous Registrations

H. Beck, INC.Broker

January 2009 - December 2015 · 6 yrs 11 mos

Park Avenue Securities LLCBroker

January 2008 - October 2008 · 9 mos

Northwestern Mutual Investment Services, LLCBroker

October 2006 - November 2007 · 1 yr 1 mo

Metropolitan Life Insurance CompanyBroker

December 2005 - October 2006 · 10 mos

Metlife Securities INC.Broker

December 2005 - October 2006 · 10 mos

Uvest Financial Services Group, INC.Broker

January 2005 - December 2005 · 11 mos

Park Avenue Securities LLCBroker

February 2003 - January 2005 · 1 yr 11 mos

New England Securities Corporation

July 2002 - December 2002 · 5 mos

New England SecuritiesBroker

February 1993 - December 2002 · 9 yrs 10 mos

Washington Square Securities, INC.Broker

September 1990 - December 1992 · 2 yrs 3 mos

Equity Services, INC.Broker

October 1981 - December 1989 · 8 yrs 2 mos

State Registrations3 states

MENHOH

Advisor

Exams

No exam information available for this advisor.