Brian Fisher, financial advisor Malvern PA

Brian Fisher

CRD Number: 3045204
Current Firm: Wealth Enhancement Advisory Services, LLC

Brian Fisher (CRD# 3045204) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Malvern, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Jul 2021 - Current 2
Wealth Enhancement Advisory Services Plymouth, MN Jul 2021 - Current 2
Hoover Financial Advisors, Inc. Malvern, PA Oct 2017 - Jul 2021 3
Villanova Financial Services, Inc. Pottstown, PA Jan 2010 - Sep 2017 7
Cambridge Investment Research, Inc. Fairfield, IA Jan 2010 - Aug 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Brian J. Fisher
Phone Number: 763-417-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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