David Birrell (CRD# 4354804) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Peoria, AZ and has over 22 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Peoria, AZ | Sep 2016 - Current | 7 |
| Berthel Fisher & Company Financial Services, Inc. | Peoria, AZ | Feb 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- AZ
-
Total Assets Under Management742MILLIONS
-
Total Number of Accounts3,481ACCOUNTS
-
Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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