Craig Fredrickson
CRD Number: 1202302Current Firm: Berthel Fisher & Company Financial Services, Inc.
Craig Fredrickson (CRD# 1202302) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bountiful, UT and has over 20 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Bountiful, UT | Aug 2008 - Current | 15 |
| Rocky Mt. Bus. Solutions, LLC | Bountiful, UT | Oct 2006 - Jun 2015 | 8 |
| Future Vest Financial Services | Bountiful, UT | Aug 2004 - Jun 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
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