Timothy Fisher (CRD# 2715837) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 27 years of experience in the finance industry. Timothy Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2285905
Archer Investment Corporation
CRD# 1579811
Ubs Financial Services Inc.
CRD# 5295717
Flagship Harbor Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Carson Wealth - Fisher Financial Advisors | Hanover, NH | Jan 2024 - Current | < 1 |
Cwm, LLC | Omaha, NE | Jan 2024 - Current | < 1 |
Fisher Financial Advisors LLC | Hanover, NH | Sep 2017 - Current | 6 |
Purshe Kaplan Sterling Investments, Inc. | Hanover, NH | Apr 2011 - Jan 2024 | 12 |
Brendel & Fisher Wealth Management, LLC | Hanover, NH | Apr 2011 - Sep 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1996 |
S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
- NH
- VT
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
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