Albert Berg is a registered investment advisor, based in Prairie Village, KS, with 12 years of industry experience.
Location
7301 Mission Road, Suite 326, Prairie Village, KS, 66208
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert receives rental income from real estate and dedicates minimal time to managing the property. He also sells fixed insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Green Vista Capital, LLC
December 2024 - Present · 1 yr 4 mos
Green Vista Capital, LLCBroker
December 2024 - Present · 1 yr 4 mos
Fortis Capital Advisors, LLC
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Great Point Capital LLCBroker
November 2024 - November 2024 · 0 mos
Metric Financial, LLCBroker
July 2023 - December 2024 · 1 yr 5 mos
D.H. Hill Securities, LllpBroker
September 2021 - October 2022 · 1 yr 1 mo
Belpointe Asset Management LLC
September 2021 - November 2024 · 3 yrs 2 mos
Kestra Investment Services, LLCBroker
October 2017 - September 2021 · 3 yrs 11 mos
Kestra Advisory Services, LLC
October 2017 - September 2021 · 3 yrs 11 mos
PNC Investments
June 2017 - October 2017 · 4 mos
PNC InvestmentsBroker
June 2017 - October 2017 · 4 mos
Palmetto Premier Advisors, LLC
February 2017 - June 2017 · 4 mos
Southeast Investments, N.c., INC.Broker
October 2016 - May 2017 · 7 mos
Bb&t Investment Services, INC.
December 2015 - February 2016 · 2 mos
Bb&t Investment Services, INC.Broker
October 2015 - February 2016 · 4 mos
Wells Fargo Advisors, LLCBroker
March 2009 - August 2011 · 2 yrs 5 mos
State Registrations10 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.