John Fischer, financial advisor Philadelphia PA

John Fischer

CRD Number: 6295604
Current Firm: Magnolia Private Wealth, LLC

John Fischer (CRD# 6295604) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Andalusian Wealth Management, LLC Philadelphia, PA Aug 2002 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John E. Fischer
Phone Number: 5714771375
Firm Website: https://magnoliapw.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $282,678
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NH, NJ, NY, PA

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