Frederick Fisher, financial advisor Grass Valley CA

Frederick Fisher

CRD Number: 3075274
Current Firm: Ostrofe Financial Consultants Inc.

Frederick Fisher (CRD# 3075274) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 25 years of experience in the finance industry. Frederick 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
Lpl Financial, LLC Grass Valley, CA Nov 2017 - Current 6
Ostrofe Financial Consultants Inc. Grass Valley, CA Apr 1998 - Current 25
National Planning Corporation Grass Valley, CA May 2000 - Nov 2017 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Frederick A. Fisher
Phone Number: 530-273-4425
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    1,431
    ACCOUNTS
  • Average Account Value
    $182,877
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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