Lawrence Koval, financial advisor Euclid OH
87 score

Lawrence Koval

CRD Number: 4483718
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Lawrence Koval (CRD# 4483718) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Euclid, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services Inc. Euclid, OH Jan 2006 - Current 10
Strategic Financial Solutions Euclid, OH Jan 2004 - Current 12
Lawrence R. Koval Euclid, OH Oct 2001 - Current 15
Noteworthy Federal Credit Union Cleveland , OH Mar 1999 - Current 17
Cross Track Music, Inc. Euclid, OH Nov 1992 - Current 24
Cross Track Music, Inc Dba Little Fish Records Cleveland, OH Oct 1992 - Current 24
Everbank Euclid, OH Aug 2010 - Apr 2015 4
Society For Financial Awareness (sofa) Euclid, OH Sep 2008 - Dec 2009 1
K-tech Enterprises Cleveland, OH May 1999 - Dec 2008 9

Lawrence Koval has no recent exams reported.
Contact Info for Lawrence R. Koval
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
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, 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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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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