Yvonne Curry

from Berthel Fisher & Company Financial Services, Inc.
SEC regulated
Regulated Investment Advisor
Yvonne Curry is a financial advisor based in Iowa, Cedar Rapids, with 38 years of experience. Yvonne currently works for Berthel Fisher & Company Financial Services, Inc.. Yvonne maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Yvonne Curry works at Berthel Fisher & Company Financial Services, Inc.
Berthel Fisher & Company Financial Services, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $332,411,895 of assets under management and employs about 100 people. Berthel Fisher & Company Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
4201 42nd Street Ne, Suite 100, Cedar Rapids, Iowa, 52402

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