William
Fisher
Consolidated Portfolio Review Corp
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About this Advisor
William Fisher is a financial advisor who works in Danville, California with a total of 3 years of industry experience. Fisher works at Consolidated Portfolio Review Corp. The advisor has gained experience at Kms Financial Services, Inc, Vanderbilt Securities, LLC and Consolidated Portfolio Review Corp. Fisher has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Consolidated Portfolio Review Corp is an advisory company based in Woodbury, NY. The firm has offices in 16 locations and a total of 33 employees. It controls $738 million in assets across its 3,377 accounts, making it one of the bigger firms in the country by assets under management. Of its 3,377 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. Consolidated Portfolio Review Corp has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees billed by Consolidated Portfolio Review Corp likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$738,280,955
33
3,377
$218,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Fisher Work History
William has been registered as a financial advisor for 3 years.*
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
Kms Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consolidated Portfolio Review Corp
Woodbury, NY
Danville, CA
Manhattan, KS
Woodbury, NY
Woodbury, NY
Woodbury, NY
Portland, OR
Woodbury, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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