Erich Fischer, financial advisor Palm Beach Gardens FL

Erich Fischer

CRD Number: 6742154
Current Firm: Money Concepts Advisory Service

Erich Fischer (CRD# 6742154) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Tranel Financial Group Libertyville, Il, WI Dec 2017 - Current 3
University Of Wisconsin- Whitewater Whitewater, WI Sep 2016 - Current 5
Sand Bar And Island Grill Twin Lakes, WI May 2016 - Oct 2017 1
The Tranel Financial Group Libertyville, IL Jun 2017 - Aug 2017 < 1
University Of Wisconsin- La Crosse La Crosse, WI Sep 2014 - May 2016 1
University Of Wisconsin - La Crosse, Recreational Sports Dept La Crosse, WI Sep 2014 - May 2016 1
Tuscan Tavern And Grill Lake Geneva, WI Dec 2013 - Aug 2015 1
Badger High School Lake Geneva, WI Sep 2010 - May 2014 3
Rosatis Pizza Of Antioch Antioch, IL Apr 2012 - Dec 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Erich N. Fischer
Phone Number: 561-472-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,307
    MILLIONS
  • Total Number of Accounts
    19,162
    ACCOUNTS
  • Average Account Value
    $172,567
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
Types of Clients
Registered States

VI

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