Stephen Fisher
Stephen Fisher is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 37 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
130 Wylderose Dr, Midlothian, VA, 23113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an agent/broker for Select Brokers LLC, focusing on fixed insurance sales, and an insurance agent selling life, health, disability, annuities, and long-term care products with various companies. He also serves as a board member for Hitting Cancer Below the Belt and Hermitage Country Club, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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