James Fisher (CRD# 3215278) is an Investment Advisor Representative working at Theus Wealth Advisors in Whitehouse, OH and has over 16 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Theus Wealth Advisors | Whitehouse, OH | Sep 2015 - Current | 8 |
| The Cpa Advantage | Whitehouse, OH | Nov 1997 - Current | 26 |
| Signature Investments Inc. | Dayton, OH | Apr 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MD, OH, TX
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