Kevin FisherCRD Number: 3052088
Current Firm: Northwest Financial Advisors LLC
Kevin Fisher (CRD# 3052088) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 19 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Lpl Financial LLC||Herndon, VA||Apr 2014 - Current||3|
|Northwest Financial Advisors LLC||Herndon, VA||Feb 2013 - Current||4|
|Northwest Title & Escrow LLC||Herndon, VA||May 2009 - Current||8|
|Northwest Tax Group LLC||Herndon, VA||Jan 2009 - Current||8|
|Nw Insurance Agency LLC||Herndon, VA||Jan 2008 - Current||9|
|Digitalmailer, Inc.||Herndon, VA||Jun 2007 - Current||10|
|Northwest Financial Group LLC||Herndon, VA||Oct 2006 - Current||11|
|Nw Capital Management Llc F/k/a Northwest Financial LLC||Herndon, VA||Nov 2005 - Current||11|
|Linsco/ Private Ledger Corp.||Herndon, VA||Feb 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management758MILLIONS
Total Number of Accounts2,554ACCOUNTS
Average Account Value$296,823
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, DC, DE, FL, GA, HI, LA, MA, MD, NC, NH, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV
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