Barrett Fisher, financial advisor Indianapolis IN
58 score

Barrett Fisher

CRD Number: 5995919
Current Firm: Prudential Financial Planning Services

Barrett Fisher (CRD# 5995919) is an Investment Advisor Representative working at Prudential Financial Planning Services in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Indianapolis, IN Sep 2011 - Current 5
Pruco Securities, LLC Indianapolis, IN Sep 2011 - Current 5
Bachrach Evansville, IN Aug 2003 - Current 13
At&t Evansville, IN Nov 2010 - Nov 2012 2
Aerotek Princeton, IN Mar 2010 - Oct 2010 < 1
Unemployment Evansville, IN Dec 2009 - Feb 2010 < 1
Magellan Integration Evansville, IN Jan 2009 - Nov 2009 < 1
Lannan Enterprises, LLC Evansville, IN Nov 2006 - Dec 2008 2
Life Mortgage Group Usa Newburgh, IN Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Barrett M. Fisher
Phone Number: 800-235-7637
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
58

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