Marvin FisherCRD Number: 1159428
Current Firm: Sagepoint Financial, Inc.
Marvin Fisher (CRD# 1159428) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Wichita, KS and has over 34 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Sagepoint Financial, Inc.||Wichita, KS||Jan 2009 - Current||9|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
- Employer Dispute
- Judgments / Liens
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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