Randal Gabaldon (CRD# 2602735) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Naperville, IL and has over 29 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Dixon, IL | Nov 2016 - Current | 7 |
| Axiom Wealth Advisors | Dixon, IL | Oct 2016 - Current | 7 |
| Shining Star Children's Advocacy | Dixon, IL | Jan 2012 - Current | 12 |
| Rj Gabaldon | Dixon, IL | Aug 2010 - Current | 13 |
| Berthel Fisher & Company Financial Services Inc. | Dixon, IL | Mar 2009 - Current | 15 |
| Rj Gabaldon | Dixon, IL | Feb 2009 - Current | 15 |
| Greensfield Investment Group | Dixon, IL | Feb 2005 - Sep 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- IL
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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
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