1ST & MAIN
INVESTMENT ADVISORS
1ST & MAIN
INVESTMENT ADVISORS
At 1st & Main Investment Advisors, we believe in a team approach in order to draw on the unique industry experiences of our advisors. This provides our clients with a comprehensive financial plan with recommendations based on real-life market experience (without the fees of engaging multiple advisors!).
Fraser Horn graduated with a B.A. from Skidmore College in 1984. His career began as a specialist clerk on the New York Stock Exchange in 1984. Licensed in 1986 he then moved on to work for Fortune & Co. and then Titan Value Equities. He joined Continental Capital Investment Services (CCIS) in 1993. In 2003, CCIS merged with Berthel Fisher & Company Financial Services, Inc. Fraser remains dedicated to assisting clients achieve their goals through his knowledge and experience.
Dudley Irwin graduated with a B.A. from the University of Colorado in 1981. Licensed in 1987, he worked for wire-house Paine Webber & Company for 19 years. Dudley joined 1st & Main Investment Advisors in 2006. He brings an extensive working knowledge of the equity, fixed-income and alternative markets based on technical research and analysis.
Alex Schaefer graduated with a B.A. from Hobart College in 1999. Licensed in 2005, he spent three years with AXA Equitable, LLC gaining an extensive knowledge of the wealth advisory side of our business. Alex joined 1st & Main Investment Advisors in 2008 and relocated to Greenville, SC in August of 2013 to open a 1st & Main Investment Advisors office in the Southeast.
Josh is a graduate of the University of South Carolina Darla Moore School of Business where he earned degrees in Accounting, Marketing, and Management. Josh brings over a decade of experience in the financial services industry, focusing primarily on wealth management strategies for individuals and small businesses. Josh joined 1st & Main Investment Advisors in 2017.
We are always seeking talented professionals to join the 1st & Main Investment Advisors team. If you or someone you know is interested in joining our investment and wealth advisory firm please call 970-926-2500
97 Main Street W103
Edwards CO 81632
Tel: (970) 926-2500
10 Aberdeen Drive
Greenville SC 29605
Tel: (864) 990-2805
Additional Disclosures Customer Relationship Summary (Form CRS) and Privacy Policy
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities.There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.