Mitchell Fisher, financial advisor Aliso Viejo CA

Mitchell Fisher

CRD Number: 869469
Current Firm: Pacific Sun Financial Corp

Mitchell Fisher (CRD# 869469) is an Investment Advisor Representative working at Pacific Sun Financial Corp in Aliso Viejo, CA and has over 30 years of experience in the finance industry. Mitchell Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pacific Sun Financial Corp Aliso Viejo, CA Aug 2016 - Current 7
National Asset Management, Inc. Seattle, WA Sep 2007 - Oct 2016 9
National Securities Corporation Aliso Viejo, CA Jun 2007 - Oct 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mitchell J. Fisher
Phone Number: 949-716-8646
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    846
    ACCOUNTS
  • Average Account Value
    $274,232
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, HI, IL, NV, TX, WA

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