David Fisher, financial advisor Indian Wells CA
93 score

David Fisher

CRD Number: 864499
Current Firm: Centaurus Financial, Inc.

David Fisher (CRD# 864499) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Indian Wells, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Nov 2015 - Current 1
Fisher Equity Advisors Los Angeles, CA Dec 2004 - Current 12
J.p. Turner & Company, LLC Houston, TX Nov 2011 - Nov 2015 4
Essex Securities LLC Danvers, MA May 2010 - Nov 2011 1
Afa Advisor Services, LLC Calabasas, CA Feb 2004 - Apr 2010 6
Afa Financial Group, LLC Calabasas, CA Nov 2003 - Apr 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for David S. Fisher
Phone Number: 714-456-1790
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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