Christopher Fisher (CRD# 3139329) is an Investment Advisor Representative working at Avantax Advisory Services in Nashua, NH and has over 25 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Insurance Agency, LLC | Nashua, NH | Oct 2019 - Current | 4 |
76-78 Jaques Street, LLC | Winchester, MA | Dec 2018 - Current | 5 |
2232 Mystic Valley Parkway, LLC | Winchester, MA | Dec 2018 - Current | 5 |
Avantax Advisory Services | Nashau, NH | Aug 2016 - Current | 7 |
Hallmark Financial, Inc. | Nashua, NH | Mar 2016 - Current | 8 |
Avantax Investment Services, Inc. | Nashua, NH | Nov 2015 - Current | 8 |
Christopher Fisher | Winchester, MA | Apr 2015 - Current | 9 |
230 Massachusetts Avenue 9, LLC | Winchester, MA | Dec 2018 - Feb 2022 | 3 |
State Street Global Markets, LLC | Boston, MA | Apr 2012 - Mar 2015 | 2 |
State Street Bank And Trust | Boston, MA | Apr 2012 - Mar 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 1999 |
S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- NH
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.