Markham
Dossett
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Markham Dossett is a financial advisor who works in Crawford, Texas who has 14 years of relevant experience. Dossett is an advisor for Berthel, Fisher & Company Financial Services, Inc. The advisor has gained experience at Berthel Fisher & Company Financial Services, Inc, Markham Dossett Insurance, Talon Gaw Co and Pecan Creek Partnership. Dossett holds a Series 63 license, designating them as a securities broker, and is able to serve investors in Texas. Berthel, Fisher & Company Financial Services, Inc is an advisory company that has its headquarters in Cedar Rapids, IA. It has offices in 100 locations and a total of 100 financial advisors. It manages $396 million in assets across its 2,247 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,247 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services are provided. However, 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
Markham Dossett Work History
Markham has been registered as a financial advisor for 14 years.*
Berthel Fisher & Company Financial Services, Inc
Markham Dossett Insurance
Pecan Creek Partnership
Talon Gaw Co
*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 Markham Dossett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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