Randal
Gabaldon
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Randal Gabaldon is a financial advisor operating in Naperville, Illinois with a total of 14 years of relevant experience. Gabaldon is currently employed by Berthel, Fisher & Company Financial Services, Inc. During their career, the advisor has held roles at Berthel Fisher & Company Financial Services Inc, Greensfield Investment Group, Rj Gabaldon, Shining Star Children'S Advocacy, Bfc Planning, Inc and Axiom Wealth Advisors. Gabaldon has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Berthel, Fisher & Company Financial Services, Inc is a company operating out of Cedar Rapids, IA. The investment advisory business has offices in 100 locations and a total of 100 financial advisors. It has $396 million in assets under management among its 2,247 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,247 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. Fees charged by Berthel, Fisher & Company Financial Services, Inc can include 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
Randal Gabaldon Work History
Randal has been registered as a financial advisor for 14 years.*
Bfc Planning, Inc
Axiom Wealth Advisors
Shining Star Children'S Advocacy
Rj Gabaldon
Berthel Fisher & Company Financial Services Inc
Rj Gabaldon
Greensfield Investment Group
*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 Randal Gabaldon 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
Northbrook, IL
Sacramento, CA
Suwanee, GA
Midvale, UT
Cedar Rapids, IA
Cedar Rapids, IA
Henderson, NV
Midvale, UT
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