Christopher Berry has been an investment adviser representative at O'Connell Investment and Insurance Services since May 2023, and is not listed among the firm’s executive officers or direct owners.
O'Connell Investment and Insurance Services, LLC is an Eugene, OR firm with $208M under management, 519 clients and 9 advisers across 6 offices, as of its February 2026 filing.
Chris Berry is part of the GO Wealth Management team and is a CPA with over 20 years of experience serving a wide range of clients across many industries. His work covers helping clients save money, increase wealth, establish goals and minimize tax burdens.
Christopher Berry’s longest registration is the current one, 3 years at O'Connell Investment and Insurance Services since 2023. Before joining O'Connell Investment and Insurance Services in 2023, Christopher Berry was registered through Avantax Advisory Services.
- Go Wealth ManagementCurrent– present · 3 yearsElmira, OR · Adviser representative · Firm CRD 290254
- Avantax Advisory Services– · under a yearEugene, OR · Adviser representative · Firm CRD 104556
Professional designations
Listed by O'Connell Investment and Insurance Services
- CPA
Investment adviser representative registrations
Christopher Berry is registered as an investment adviser representative in Oregon, since May 2023.
- OregonSince 30 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 December 2022 |
| Series 7TO | General Securities Representative Examination | 24 October 2022 |
| SIE | Securities Industry Essentials Examination | 19 August 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Christopher Lynn Berry
- CRD
- 6234644
- Firm
- O'Connell Investment and Insurance Services · CRD 290254
- Office
- Elmira, OR
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gowealthgroup.com
Where does Christopher Berry work?
Christopher Berry is an investment adviser representative registered through O'Connell Investment and Insurance Services, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Berry a financial advisor?
Yes. Christopher Berry has a current investment-adviser registration in Oregon, through O'Connell Investment and Insurance Services since May 2023.
How many years of experience does Christopher Berry have?
Christopher Berry has 3 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Christopher Berry passed?
Christopher Berry has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2022.
Where is Christopher Berry based?
Christopher Berry’s registered office is in Elmira, OR.
Is Christopher Berry registered with FINRA?
No. Christopher Berry has no current broker registration.
How can I verify Christopher Berry’s record?
Search CRD 6234644 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Berry’s full registration record.
