Yvonne Curry
Investment adviser representative at Berthel Fisher & Company Financial Services, Inc.
39 yearsExperience
1 stateRegistered in
$906.4MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
39 years in the industry.
- Berthel, Fisher & Company Financial Services, Inc.Mar 2003 to now
- Flexible Financial Marketing IncJul 1996 to now
- Yvonne CurryJun 1987 to now
- The David & Diana Sun FoundationDec 1999 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Berthel Fisher & Company Financial Services, Inc.
Legal name: Berthel, Fisher & Company Financial Services, Inc.
$906.4MAssets managed
3,352Clients
26Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1836691
- Firm CRD
- 13609