Fraser Horn, financial advisor Edwards CO

Fraser Horn

CRD Number: 1533952
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Fraser Horn (CRD# 1533952) 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.

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Company Name Location Dates Years
Bfc Planning, Inc. Edwards, CO Jun 2016 - Current 7
Berthel Fisher & Company Fianancial Services, Inc. Marion, IA Dec 2005 - Current 18
Fmh Investments Edwards, CO May 1993 - Jun 2015 22
River House Condo Assn Vail, CO May 1991 - Jun 2015 24
1st & Main Investment Advisors Edwards, CO Nov 1999 - May 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Fraser M. Horn
Phone Number: 319-447-5700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    396
    MILLIONS
  • Total Number of Accounts
    2,247
    ACCOUNTS
  • Average Account Value
    $176,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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