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BF

Bruce E. Fisher

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CRD#: 2922307
BF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Edward Fisher JR, who also goes by Bruce Edward Fisher, was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1997. Bruce had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bruce Edward 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 27, 2009 - December 31, 2013

THE FISHER FINANCIAL GROUP, INC.

RIA
CRD#: 148932
PARKER, CO
Past

May 18, 2005 - January 30, 2009

EAGLE ONE INVESTMENTS, LLC

RIA
CRD#: 45254
AURORA, CO
Past

May 17, 2005 - January 30, 2009

EAGLE ONE INVESTMENTS, LLC

BD
CRD#: 45254
AURORA, CO
Past

January 22, 2004 - March 21, 2005

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
AURORA, CO
Past

January 21, 2004 - March 21, 2005

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
CARPINTERIA, CA
Past

July 11, 2002 - December 18, 2003

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
DENVER, CO
Past

July 2, 2002 - December 18, 2003

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

January 25, 2001 - August 22, 2001

J. SCOTT SECURITIES CORP.

BD
CRD#: 47007
GOLDEN, CO
Past

March 19, 1999 - August 2, 2000

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

July 1, 1998 - August 27, 1998

GRAND FINANCIAL, INC.

BD
CRD#: 19571
ADDISON, TX
Past

June 12, 1998 - September 17, 1998

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

October 24, 1997 - January 9, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TF
THE FISHER FINANCIAL GROUP, INC.
THE FISHER FINANCIAL GROUP, INC.

CRD#: 148932 / SEC#:

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Contact information


Main Address
19501 E. Mainstreet Suite 200, Parker, CO 80138
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


THE FISHER FINANCIAL GROUP, INC.

CRD#: 148932

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