WF
William L. Fisher
CONSOLIDATED PORTFOLIO REVIEW CORP
Danville, CA
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CRD#: 2016724
WF
Professional summary
William Louis Fisher, who also goes by Bill Fisher, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Danville, California and VANDERBILT SECURITIES, LLC located in Danville, California.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. William has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Fisher
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 07/14/2010- OWNER OF RENTAL UNITS - SINGLE FAMILY HOMES. 2.FIXED INSURANCE SALES. NON-INVESTMENT RELATED. START DATE:10/11/2001. ADDRESS: 571 BLACKHAWK CLUB DR, DANVILLE CA.94506. TITLE: INDIVIDUAL. DUTIES: SELL FIXED OR TERM 2ND TO DIE INSURANCE CONTRACTS. TIME SPEND DURING REGULAR HOURS: 0%. 3. SUMMIT ADVISORS, LLC - INVESTMENT RELATED - 1464 DRAKE AVE BARLINGAME, CA 94010. START DATE: 10/11/2001. TITLE: FINANCIAL ADVISOR. DUTIES: THIS IS A SHELL COMPANY THAT I USE FOR MARKETING MY FINANCIAL ADVISORY BUISNISS. TIME SPEND DURING REGULAR HOURS: 0%. 4. WLF, INC. - INVESTMENT RELATED - OWNER - 571 BLACKHAWK CLUB DR, DANVILLE CA.94506 - PRESIDENT - CORPORATION THAT RECEIVES THE INCOME FROM RIA AND BD BUSINESS - 200 HR/MO, 120 HR/MO DURING TRADING - START DATE: 10/10/2001. 5. SCARGO LABS / AgroXtracts - Not investment related. Start Date: 04/13/2017. Address: 571 Blackhawk club Dr, Danville CA, 94506. Title: Owner of Scargo Labs / CEO of AgroXtracts. Duties: I own a hemp CBD manufacturing company, Scargo Labs. I sold all the assets of Scargo Labs (12-31-230 to AgroXtracts. They made me CEO of the company. Everything else remains the same. No financial responsibilities. Time spent during regular hours: 10%. 6.Acting as Trustee or Executor. Not investment related. Start date: 10/13/2005. Address: 571 Blackhawk club Dr Danville CA, 94506. Title: Trustee. Duties: I am a co-trustee on a friends irrevocable trust for his kids. His Father is the other trustee. I am only listed there in case his Father dies. His Father makes all the financial decisions although he passes them by me for additional approval. This is a static/passive non compensating role. The assets in the account are real estate. Time spent during regular hours: 0%. 7. Advanced Growth & Protection Formula 4. Not investment related. Start date: 01/01/2025 Address: 571 Blackhawk Club Dr Danville CA 94506. Title Owner. Duties: Meet with farmers to sell them an organic bio-stimulant and pest control product. Change the world of pesticides. Time spent during regular hours: 5%.
CRS (Client Relationship Summary) - RIA
Click below to view William Louis Fisher's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 28, 2020 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
RIA
CRD#: 112694
Danville, CA
Current
October 28, 2020 - Present
VANDERBILT SECURITIES, LLC
BD
CRD#: 5953
Danville, CA
Past
May 3, 2012 - October 28, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
Danville, CA
Past
May 3, 2012 - October 28, 2020
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
Danville, CA
Past
September 8, 2009 - May 10, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN MATEO, CA
Past
February 5, 2007 - April 15, 2013
SUMMIT FINANCIAL
RIA
CRD#: 109280
SAN MATEO, CA
Past
February 5, 2007 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
SAN MATEO, CA
Past
July 8, 1997 - February 8, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MENLO PARK, CA
Past
March 12, 1992 - February 8, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MENLO PARK, CA
Past
February 20, 1990 - November 22, 1991
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/28/2020)
IAR
California(10/28/2020)
RR
Kentucky(10/28/2020)
RR
Texas(10/28/2020)
IAR
Texas(10/28/2020)
RR
Washington(10/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
