Jeffrey Fisher (CRD# 7310694) is an Investment Advisor Representative working at Terra Wealth in Harrisburg, PA and has over 3 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities, Inc. | Mcdonough, GA | Sep 2022 - Current | 1 |
| Terra Wealth Management, LLC | High Point, NC | Sep 2022 - Current | 1 |
| Pfs Investments Inc. | Merrillville, IN | Nov 2020 - Sep 2022 | 1 |
| Primerica Financial Services | Merrillville, IN | Jun 2020 - Sep 2022 | 2 |
| Substitute Teaching Services, Inc. | Harrisburg, PA | Jan 2020 - Sep 2020 | < 1 |
| Harrisburg City School District | Harrisburg, PA | Oct 2019 - Dec 2019 | < 1 |
| Milton Hershey School | Hershey, PA | Aug 2008 - Aug 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- PA
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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