Larry Fisher (CRD# 5470246) is an Investment Advisor Representative working at J. Benjamin Financial, LLC in North Charleston, SC and has over 13 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Benjamin Financial, LLC | Mount Pleasant, SC | Jun 2022 - Current | 1 |
| Edge Accountants And Advisors Lc | Charleston, SC | Jul 2020 - Current | 3 |
| L. Todd Fisher, Cpa Pc | Humble, TX | Dec 2009 - Current | 14 |
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Jun 2022 | 1 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Jun 2022 | 1 |
| H. Beck, Inc. | Bethesda, MD | Oct 2017 - Mar 2021 | 3 |
| Symphony Financial, Ltd. Company | Houston, TX | Feb 2016 - Sep 2017 | 1 |
| Lpl Financial LLC | Humble, TX | Dec 2011 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
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Total Assets Under Management22MILLIONS
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Total Number of Accounts313ACCOUNTS
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Average Account Value$71,513
- 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
- Pension consulting services
NC, PA, SC
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