David Fischer (CRD# 6754846) is an Investment Advisor Representative working at Grace Capital Management, LLC in Austin, TX and has over 6 years of experience in the finance industry. David Fischer 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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dai Securities, LLC | Atlanta, GA | Jan 2023 - Current | 1 |
| Grace Capital Management, LLC | Austin, TX | Dec 2019 - Current | 4 |
| Triad Advisors | Norcross, GA | Dec 2019 - Dec 2022 | 3 |
| Axa Advisors, LLC | Austin, TX | Apr 2017 - Nov 2019 | 2 |
| Hewlett Packard Enterprise | Austin, TX | Nov 2015 - Apr 2017 | 1 |
| Hewlett Packard | Austin, TX | Jun 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
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Total Assets Under Management140MILLIONS
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Total Number of Accounts531ACCOUNTS
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Average Account Value$263,684
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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