Daniel Fisher is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1152 E. Long Lake Road, Troy, MI, 48085

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel owns a gutter cleaning service and markets to residential neighborhoods. He plans to employ one person to carry out the tasks on the weekends, dedicating minimal time to the business.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Raymond James Financial Services Advisors, INC
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
November 2020 - Present · 5 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2020 - Present · 5 yrs 6 mos
Raymond James & Associates, INC.
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
November 2018 - October 2020 · 1 yr 11 mos
Royal Alliance Associates, INC.
November 2018 - October 2020 · 1 yr 11 mos
Signator Investors, INC.
June 2018 - November 2018 · 5 mos
Signator Investors, INC.Broker
April 2018 - November 2018 · 7 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.