James Fischer (CRD# 2277016) is an Investment Advisor Representative working at Post Resch Tallon Group in Tampa, FL and has over 31 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret Grant & Company, Inc. | Rochester, NY | Oct 2022 - Current | 1 |
| Post Resch Tallon Group | Pittsford, NY | Oct 2022 - Current | 1 |
| Cadaret, Grant & Company, Inc. | Tampa, FL | Oct 2022 - Current | 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Dec 2007 - Oct 2022 | 14 |
| Hornor Townsend And Kent, Inc. | Horsham, PA | Dec 2007 - Oct 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- FL
- NY
-
Total Assets Under Management256MILLIONS
-
Total Number of Accounts789ACCOUNTS
-
Average Account Value$324,384
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NC, NH, NY, TX
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