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Natalie A. Fisher

KEITH MCBRIDE FINANCIAL SERVICES
Waldport, OR
Some features on this profile are disabled
CRD#: 8053729
NF

Professional summary

Natalie Anne Fisher is a registered financial advisor currently at KEITH MCBRIDE FINANCIAL SERVICES INC. located in Waldport, Oregon.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Natalie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Natalie Anne 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

April 1, 2025 - Present

KEITH MCBRIDE FINANCIAL SERVICES INC.

RIA
CRD#: 307499
Waldport, OR

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
California
(4/1/2025)
IAR
Missouri
(4/1/2025)
IAR
Oregon
(6/18/2025)
IAR
Texas
(4/1/2025)
IAR
Washington
(4/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2025
Uniform Investment Adviser Law Examination

Current Firm

KM
KEITH MCBRIDE FINANCIAL SERVICES INC.
KEITH MCBRIDE FINANCIAL SERVICES INC.

CRD#: 307499 / SEC#:

California
Registered Investment Advisory firm - (3/10/2020 Approved)
Missouri
Registered Investment Advisory firm - (5/11/2022 Approved)
Oregon
Registered Investment Advisory firm - (6/18/2025 Approved)
Texas
Registered Investment Advisory firm - (4/14/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (7/16/2020 Approved)
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Contact information

Main Address
Torrance, CA
Mailing Address
Phone number
(310) 579-7399
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts159
AUM (Assets Under Management)$ 17,128,409

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

KEITH MCBRIDE FINANCIAL SERVICES INC.

CRD#: 307499Waldport, OR

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