Yvonne
Curry
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Yvonne Curry is a financial advisor working out of Irvine, California with a total of 20 years of industry experience. Curry is an employee of Berthel, Fisher & Company Financial Services, Inc. The advisor has gained experience at Flexible Financial Marketing Inc, Berthel, Fisher & Company Financial Services, Inc, Ktc - Sun, Yvonne Curry and The David & Diana Sun Foundation. Curry maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Berthel, Fisher & Company Financial Services, Inc is a registered investment business headquartered in Cedar Rapids, IA. The company has offices in 100 locations and a total of 100 advisors. It administers $396 million in assets under management between its 2,247 accounts, making it one of the larger firms in the nation by assets under management. Of its 2,247 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Berthel, Fisher & Company Financial Services, Inc can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berthel, Fisher & Company Financial Services, Inc Brokerage Details
$395,938,893
100
2,247
$176,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Yvonne Curry Work History
Yvonne has been registered as a financial advisor for 20 years.*
Berthel, Fisher & Company Financial Services, Inc
The David & Diana Sun Foundation
Flexible Financial Marketing Inc
Yvonne Curry
Ktc - Sun
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yvonne Curry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Berthel Fisher & Company Financial Services, Inc
Suwanee, GA
Sacramento, CA
Northbrook, IL
Midvale, UT
Midvale, UT
Cedar Rapids, IA
Cedar Rapids, IA
Henderson, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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