Markham DossettCRD Number: 1058149
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Markham Dossett (CRD# 1058149) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Waco, TX and has over 34 years of experience in the finance industry.
Academy Capital Management
Royal Alliance Associates, Inc.
The Aspen Equity Group
|Berthel Fisher & Company Financial Services, Inc.||Waco, TX||Mar 2009 - Current||8|
|Markham Dossett Insurance||Waco, TX||Mar 2009 - Jun 2015||6|
|Pecan Creek Partnership||Waco, TX||Jan 1997 - Jun 2015||18|
|Talon Gaw Company||Waco, TX||Jun 1982 - Jun 2015||33|
|Ubs Financial Services Inc.||Waco, TX||Jan 1991 - Mar 2009||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
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