Brian Fisher, financial advisor Pottstown PA
93 score

Brian Fisher

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brian J. Fisher
Phone Number: 610-296-6370
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $241,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
Types of Clients
Registered States

NJ, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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