ChFC

Joseph Fisher

6 Years of Experience

Austin, TX

1 DisclosureBroker

Joseph Fisher is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 6 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

7200 N Mopac Expy Suite 170, Austin, TX, 78731

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History

Regulatory History (1)

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Criminal

July 2011

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Joseph works as a Client Services Manager at Himelick Financial Group, dedicating nearly full-time hours to assisting advisors and servicing clients. He also owns a Twitch streaming business, spending full-time hours creating gaming content.

Employment History

Current Registrations

Cetera Investment Advisers LLC

June 2023 - Present · 2 yrs 11 mos

Cetera Wealth Services, LLCBroker

June 2021 - Present · 4 yrs 11 mos

Previous Registrations

Cetera Advisor Networks LLC

August 2021 - June 2023 · 1 yr 10 mos

Voya Financial Advisors, INC.Broker

September 2019 - June 2021 · 1 yr 9 mos

AXA Advisors, LLCBroker

April 2019 - June 2019 · 2 mos

State Registrations1 state

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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