Larry T. Fisher

J. BENJAMIN FINANCIAL

NORTH CHARLESTON, SC 29420

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CRD#: 5470246

Professional summary

Larry Todd Fisher, who also goes by Todd Fisher, is a registered financial advisor currently at J. BENJAMIN FINANCIAL, LLC located in North Charleston, South Carolina.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Larry has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd 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.

L. TODD FISHER 402 STEPHANIE DR GOOSE CREEK, SC 29445 POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 402 Stephanie Dr, Goose Creek SC 29445, United States DESCRIPTION: Collecting rents, making mortgage payments, and interacting with the property manager. EDGE ACCOUNTANTS AND ADVISORS LC POSITION: Member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2020 ADDRESS: 8421 Dorchester Rd Ste 109-204, N Charleston SC 29420, United States DESCRIPTION: Installation, configuration, conversion, and report design services for client accounting systems.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Todd 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®

None

Experience

Current

January 6, 2025 - Present

J. BENJAMIN FINANCIAL, LLC

Office #1: 8421 Dorchester Road Studio 109-204, North Charleston, SC 29420

RIA

CRD#: 283990

NORTH CHARLESTON, SC

Past

June 3, 2022 - December 31, 2024

J. BENJAMIN FINANCIAL, LLC

RIA

CRD#: 283990

NORTH CHARLESTON, SC

Past

April 1, 2021 - June 3, 2022

GROVE POINT ADVISORS, LLC

RIA

CRD#: 313171

North Carleston, SC

Past

October 12, 2017 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

N Charleston, SC

Past

October 12, 2017 - June 3, 2022

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

N Charleston, SC

Past

September 13, 2016 - September 19, 2017

SYMPHONY FINANCIAL, LTD. CO.

RIA

CRD#: 171816

Kingwood, TX

Past

June 1, 2015 - September 8, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

KINGWOOD, TX

Past

December 16, 2011 - September 26, 2017

LPL FINANCIAL LLC

CRD#: 6413

KINGWOOD, TX

Past

June 14, 2011 - December 23, 2011

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

HOUSTON, TX

Past

January 1, 2011 - June 20, 2011

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

HUMBLE, TX

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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/30/2010

General Securities Representative Examination

Current Firm

J. BENJAMIN FINANCIAL, LLC

CRD#: 283990 / SEC#: 801-107987

RIA

Registered Investment Advisory firm - (12/5/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (4/11/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/5/2017 Approved)

South Carolina

Registered Investment Advisory firm - (11/29/2016 Approved)

Texas

Registered Investment Advisory firm - (3/24/2025 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 352-3262

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 31,656,625

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.

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Advisor Monitoring

Firm Stability Insights

Larry T. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Todd Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. BENJAMIN FINANCIAL, LLC

GROVE POINT ADVISORS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

SYMPHONY FINANCIAL, LTD. CO.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

GROVE POINT INVESTMENTS, LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2015

Series 63

Date: 9/21/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/30/2010

Current Firm

J. BENJAMIN FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J. BENJAMIN FINANCIAL, LLC

TRUST BUT VERIFY

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