Anthony
Fisher

Lpl Financial LLC

CRD#6905033
Investment Advisor
in Houghton, MI

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About this Advisor

Anthony Fisher is a financial advisor based in Houghton, Michigan, working with Lpl Financial LLC. Anthony has previously held positions at Hancock High School, Vollwerth's & Co, Michigan Tech University, Superior National Bank & Trust, Occuglass, Ameriprise Financial Services, Inc, and Lpl Financial LLC. Anthony has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Anthony is part of Lpl Financial LLC, which operates out of Houghton, Michigan. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1224 Military Rd
Houghton, MI 49931

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

MI Average: $646,059,043
Total Number of Employees

35,841

MI Average: 13
Total Number of Accounts

1,910,545

MI Average: 661
Average Account Size

$242,588

MI Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Anthony Fisher Work History

2023 - Present (1 year)

Lpl Financial LLC

2017 - 2017 (< 1 year)

Superior National Bank & Trust

2017 - 2023 (6 years)

Ameriprise Financial Services, Inc

2016 - 2017 (1 year)

Occuglass

2014 - 2018 (4 years)

Michigan Tech University

2014 - 2017 (3 years)

Michigan Tech University

2013 - 2015 (2 years)

Vollwerth'S & Co

2010 - 2014 (4 years)

Hancock High School

Disclosures

Please visit the SEC profile of Anthony 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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