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professional profile

Max Berger, CFP

IAR Wilmington, DE CRD 6684004 Last verified October 2026

Overview

Max Berger is an investment adviser representative based in Wilmington, DE, with 10 years in the industry.

Years in the industry
10
States registered
2
Exams passed
1
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 2 states
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2016

Book and practice

Firm assets under management on file

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