Joseph FischerCRD Number: 874225
Current Firm: Sagepoint Financial, Inc.
Joseph Fischer (CRD# 874225) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Saint Louis, MO and has over 37 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Sagepoint Financial, Inc.||St. Louis, MO||Jan 2015 - Jan 2015||< 1|
|Ssn Advisory, Inc.||St.louis, MO||Dec 2004 - Dec 2014||10|
|Securities Service Network,inc.||St.louis, MO||Dec 2004 - Dec 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1980|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops