James FisherCRD Number: 2878479
Current Firm: Truist Advisory Services, Inc.
James Fisher (CRD# 2878479) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in King Of Prussia, PA and has over 26 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Truist Advisory Services, Inc.||King Of Prussia, PA||Jul 2021 - Current||2|
|Bb&t Wealth||King Of Prussia, PA||Jun 2018 - Jul 2021||3|
|M & T Securities||Buffalo, NY||Apr 2009 - Jun 2018||9|
|M&t Bank||Horsham, PA||Dec 2006 - Jun 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, WY
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