Brian
Fisher

Commonwealth Financial Network

CRD#4217222
Investment Advisor
in Womelsdorf, PA

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About this Advisor

Brian Fisher is a financial advisor who is based in Womelsdorf, Pennsylvania. Currently an advisor at Commonwealth Financial Network, Fisher has 10 years of professional experience in the financial advisory industry. Fisher holds Series 63 and Series 66 licenses, designating the advisor as a securities broker. Fisher is registered to work with customers in Pennsylvania. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC, Commonwealth Financial Network and Fisher Financial Associates. Commonwealth Financial Network is headquartered in Womelsdorf, Pennsylvania, and has 1,090 other locations in the nation. As a company, Commonwealth Financial Network oversees $111 billion in assets dispersed across 436,517 client accounts and employs more than 3,400 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4119 Conrad Weiser Parkway
Womelsdorf, PA 19567

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

PA Average: $16,012,751,954
Total Number of Employees

3,400

PA Average: 118
Total Number of Accounts

436,517

PA Average: 4,567
Average Account Size

$255,295

PA Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brian Fisher Work History

Brian has 10 years of experience.

2018 - Present (4 years)

Commonwealth Financial Network

2010 - Present (12 years)

Fisher Financial Associates

2010 - 2018 (8 years)

Wells Fargo Advisors Financial Network LLC

Disclosures

Brian Fisher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Bullett
North Adams, MA
Richard Hanson
Waltham, MA
Aaron Pearce
San Diego, CA
James Gura
Saint Louis, MO
Evan Pappazisis
Waltham, MA
Bradley Roberts
Knoxville, TN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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