WB
WB

William Brian Berlin

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

3701 Boardman - Canfield Rd. Suite 1, Canfield, OH, 44406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is involved in several business activities, including working as a pension consultant, investment advisor, and registered representative. He also serves as an insurance agent and trustee for family trusts, and is involved with a charitable giving organization and the YMCA.

Employment History
Current Registrations
Valmark Advisers, INC.
February 2017 - Present · 9 yrs
Valmark Securities, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Beard Investment Services, INC.
February 2003 - Present · 23 yrs
Previous Registrations
Beard Financial Services, INC.Broker
September 2001 - February 2017 · 15 yrs 5 mos
Walnut Street Securities, INC.Broker
October 1998 - May 2002 · 3 yrs 7 mos
State Registrations14 states
ARCAFLGAIDINKSLAMINCNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.