RICK BERTA is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-05-15 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2012-03-02 | 2025-05-15 | — |
| PNC WEALTH MANAGEMENT | 2009-11-13 | 2012-02-08 | — |
| NATCITY INVESTMENTS, INC. | 2007-02-23 | 2009-11-13 | — |
| THE HUNTINGTON INVESTMENT COMPANY | 2006-04-03 | 2007-02-05 | — |
| LASALLE FINANCIAL SERVICES, INC. | 2001-11-19 | 2005-09-13 | — |