Gregory Szabo (CRD# 1665528) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Elyria, OH and has over 30 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Elyria, OH | Mar 2003 - Current | 21 |
| Gregory Szabo | Elyria, OH | Jun 1989 - Current | 34 |
| Gregory Szabo | Elyria, OH | Jan 1990 - Apr 2021 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
- OH
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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
- 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)
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