Roselyn
Wilkinson

Berthel, Fisher & Company Financial Services, Inc

CRD#2315964
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Roselyn Wilkinson is a certified financial planner based in Pittsburgh, Pennsylvania, who has been in the financial industry for 19 years. Wilkinson is an employee of Berthel, Fisher & Company Financial Services, Inc. Throughout their career, they have worked at Berthel, Fisher & Company Financial Services, Inc, Md & A Financial Management Co and Leadership Pittsburgh Class Xxvi. Wilkinson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Berthel, Fisher & Company Financial Services, Inc is a financial advisory company that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 130 locations and a total of 136 advisors. It manages $703 million in total assets among its 5,500 client accounts, placing it among the larger firms in the country by assets under management. Berthel, Fisher & Company Financial Services, Inc performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Berthel, Fisher & Company Financial Services, Inc most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

1001 E. Entry Drive
Pittsburgh, PA 15216

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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

Roselyn Wilkinson Work History

Roselyn has 19 years of experience.

2003 - Present (16 years)

Berthel, Fisher & Company Financial Services, Inc

1999 - Present (20 years)

Md & A Financial Management Co

2009 - 2010 (1 year)

Leadership Pittsburgh Class Xxvi

Disclosures

Roselyn Wilkinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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