John Fisher is a registered investment advisor at Allstate Financial Advisors, LLC, based in Venice, FL, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
12260 Everglow Dr Ste 9, Venice, FL, 34293-5100
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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.
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John is the owner of RZRFSH HLDGS, a holding company established in 2019 to purchase and establish DBAs, with an initial business model of FBA including manufacturing goods for distribution. This takes about half of his time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Wts Proprietary Trading Group LLCBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
UBS Financial Services INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations3 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.