Brian FisherCRD Number: 3045204
Current Firm: Villanova Financial Services, Inc.
Brian Fisher (CRD# 3045204) is an Investment Advisor Representative working at Villanova Financial Services, Inc. in Pottstown, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Villanova Financial Services, Inc.||Pottstown, PA||Jan 2010 - Current||6|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2010 - Current||6|
|The Equitable Life Assurance Society Of The United States||Bala Cynwyd, PA||Apr 1998 - Dec 2009||11|
|Eq Financial Consultants, Inc.||Bala Cynwyd, PA||Apr 1998 - Dec 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management165MILLIONS
Total Number of Accounts682ACCOUNTS
Average Account Value$241,935
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ, PA, TX