Marjorie FisherCRD Number: 1128362
Current Firm: Lpl Financial LLC
Marjorie Fisher (CRD# 1128362) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 33 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Marjorie Fisher||Whitefish, MT||Aug 1996 - Current||20|
|Lpl Financial, LLC||Whitefish, MT||Jun 1987 - Current||29|
|Cleveland & Associates||Whitefish, MT||May 1996 - Nov 2006||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
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, VI, VT, WA, WI, WV