Paul
Beisler

Berthel, Fisher & Company Financial Services, Inc

CRD#1044744
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Paul Beisler is a financial advisor whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor at Berthel, Fisher & Company Financial Services, Inc, Beisler has an impressive 36 years of work experience. Beisler maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Beisler is registered to serve customers based out of Pennsylvania. Throughout their career, they have worked at Paul Beisler - Insurance, Berthel, Fisher & Company Financial Services, Inc, Paul Beisler and Fox Chapel Racquet Club. Berthel, Fisher & Company Financial Services, Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of 130 offices across the nation. Overall, Berthel, Fisher & Company Financial Services, Inc manages $703 million in assets throughout 5,500 client accounts and employs more than 136 people. The amount of assets the firm manages makes it one of the larger firms in the United States. The firm manages 2,400 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 5,500 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Berthel, Fisher & Company Financial Services, Inc offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

36 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

212 Virginia Avenue
Pittsburgh, PA 15215

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Berthel, Fisher & Company Financial Services, Inc Brokerage Details

Total Assets Under Management

$610,253,731

PA Average: $9,259,360,772
Total Number of Employees

118

PA Average: 166
Total Number of Accounts

3,993

PA Average: 7,189
Average Account Size

$152,831

PA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Paul Beisler Work History

Paul has 36 years of experience.

2006 - 2011 (5 years)

Fox Chapel Racquet Club

2003 - Present (16 years)

Berthel, Fisher & Company Financial Services, Inc

1999 - Present (20 years)

Paul Beisler - Insurance

1982 - Present (37 years)

Paul Beisler

Disclosures

Paul Beisler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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