Carol Fischer, financial advisor Jacksonville OR

Carol Fischer

CRD Number: 4351369
Current Firm: Cutler Investment Counsel, LLC

Carol Fischer (CRD# 4351369) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cutler Investment Counsel, LLC Jacksonville, OR Aug 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Carol S. Fischer
Phone Number: 541-770-9000
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    1,054
    MILLIONS
  • Total Number of Accounts
    1,790
    ACCOUNTS
  • Average Account Value
    $588,864
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, FL, MA, NE, NV, OR, TX, UT, WA

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