Joseph Fisher (CRD# 7671881) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Woods Cross, UT and has 1 year of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trailblazerz LLC | American Fork, UT | May 2022 - Current | 2 |
| Renu LLC | Colorado Springs, CO | Jan 2021 - May 2022 | 1 |
| Utah Valley University | Orem, UT | Aug 2019 - Jan 2021 | 1 |
| University Of Utah | Salt Lake City, UT | May 2018 - Aug 2019 | 1 |
| Womple | Lehi, UT | May 2017 - Apr 2018 | < 1 |
| Byu Idaho | Rexburg, ID | Aug 2016 - May 2017 | < 1 |
| Blueraven Solar | American Fork, UT | Feb 2016 - Aug 2016 | < 1 |
| Lds Church Service Mission | San Jose, | Jan 2014 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- UT
-
Total Assets Under Management373MILLIONS
-
Total Number of Accounts3,537ACCOUNTS
-
Average Account Value$105,516
- 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
- Selection of other advisers (including private fund managers)
- Other
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