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Kayla Berg
Senior Compliance Consultant at Advisorassist
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Work Experience
Senior Compliance Consultant
Jan 2019 - Present · 5 years and 11 months
compliance advisor professionals
Senior Compliance Consultant And Vice President
Feb 2012 - Jan 2019 · 6 years and 11 months
darosa tax & business service
Accountant And Senior Bookkeeper
Jan 2009 - Feb 2012 · 3 years and 1 months
Company Details
11-50 Employees
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology. Services include: - RIA Transition Strategy & Registration - RIA Registration and Compliance Design - Ongoing Compliance Support - Strategic, Operational & Marketing Planning http://AdvisorAssist.com
Year Founded
2006
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Retirement & Financial Planning
HQ Location
892 Plain St 10 Marshfield, Massachusetts 02050, US
Keywords
RIA ComplianceRIA RegistratioBreakaway AdvisorsFee-Based AdvisorCCO SupportRIA Transition StrategyBusiness PlanningOutsourced Services
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