Lawrence KovalCRD 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.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|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|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, 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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