Patricia HallCRD Number: 1273262
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Patricia Hall (CRD# 1273262) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Glendale, CA and has over 32 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Berthel Fisher & Company Financial Services, Inc.||Glendale, CA||Jul 2006 - Current||11|
|Tarkenton Financial Services||Atlanta, GA||Mar 2006 - Current||11|
|Hall, Hodges & Associates, Inc.||Glendale, CA||Jul 2002 - May 2015||12|
|Burke Marketing||Clearwater, FL||Nov 2001 - Aug 2014||12|
|Tvi Express||London,||Oct 2009 - Aug 2010||< 1|
|Efusjon Energy Club||Bend, OR||Aug 2009 - Feb 2010||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
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