David FisherCRD 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.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Centaurus Financial Inc.||Anaheim, CA||Nov 2015 - Current||< 1|
|Fisher Equity Advisors||Los Angeles, CA||Dec 2004 - Current||11|
|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|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Market timing services
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