Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Primerica Advisors
Location
Pinetop, AZ
Credentials
ChFC®, Series 63, Series 65
Industry experience
43 years
William Berger is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. His career includes roles at Guardian Life Insurance Company from 1991 to 2021 and Park Avenue Securities since 2021. He is involved in other financial services activities through Camelback Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.
Based on Primerica Advisors
Based on Primerica Advisors
Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting
$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)
Brokerage commissions and ticket charges applicable for transaction-based accounts
Hourly financial planning/consulting fees generally $100-$500 per hour
Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000
Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000
Pinetop, AZ
Arizona · California · Colorado · Idaho · Missouri · Nebraska · Nevada · New Mexico · North Carolina · Ohio · Pennsylvania · Utah · Virginia · Washington · Wisconsin
Park Avenue securities
2021 - Present (5 years)
Guardian life Insurance
2021 - Present (5 years)
Primerica Advisors
1999 - 2021 (22 years)
Guardian life Insurance Company
1991 - 2021 (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Show Low, AZ
Arizona Wealth Strategies LLC
Series 63, Series 65
Show Low, AZ
Meixler Investment Management, Ltd.
Series 63, Series 65
Show Low, AZ
McCauley Investment Advisory, LLC
Series 63, Series 65
Show Low, AZ
McCauley Investment Advisory, LLC
Series 63, Series 66
Pinetop, AZ
Schwab Wealth Advisory
Series 63, Series 66
Show Low, AZ
LPL Financial
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