Scott Fisher, financial advisor Somerset PA
93 score

Scott Fisher

CRD Number: 5570636
Current Firm: H.d. Vest Advisory Services, Inc.

Scott Fisher (CRD# 5570636) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Somerset, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
H.d.vest Investment Services Johnstown, PA May 2009 - Current 8
H.d.vest Advisory Services Johnstown, PA May 2009 - Current 8
Lpl Financial Somerset, PA Aug 2008 - May 2009 < 1
Boyer Financial Planning Somerset, PA Jul 2008 - Aug 2008 < 1
Irwin Bank & Trust Company Greensburg, PA Feb 2002 - Jun 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Scott J. Fisher
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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