Dudley Irwin (CRD# 1622162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Edwards, CO and has over 37 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 1702479
Tcfg Investment Advisors, LLC
CRD# 4327629
Srs Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Edwards, CO | Jun 2016 - Current | 7 |
| Berthel Fisher & Company Financial Services Inc. | Edwards, CO | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
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- CO
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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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