![Courtney Fisher, financial advisor San Leandro CA](/img/ws/profile-blank-sq.png)
Courtney Fisher
CRD Number: 7086439Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Courtney Fisher (CRD# 7086439) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Leandro, CA and has over 3 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
![Rachel Abdel-Hamid, financial advisor San Leandro CA](/img/ws/profile-blank-sq.png)
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek, CA | Mar 2019 - Current | 5 |
Bank Of America, N.a. | Walnut Creek, CA | Mar 2019 - Current | 5 |
N/a | Alameda, CA | Jan 2019 - Feb 2019 | < 1 |
University Of Oregon | Eugene, OR | Mar 2016 - Dec 2018 | 2 |
Harbor Bay Club | Alameda, CA | Jun 2015 - Mar 2016 | < 1 |
Karen Petrulakis | Alameda, CA | Jun 2015 - Mar 2016 | < 1 |
Santa Barbara College | Santa Barbara, CA | Sep 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, 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.