Jeffrey
Fisher
Terra Wealth
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About this Advisor
Jeffrey Fisher is a financial advisor based in Harrisburg, Pennsylvania, working with Terra Wealth. Jeffrey has previously held positions at Pfs Investments Inc, Primerica Financial Services, Substitute Teaching Services, Inc, Harrisburg City School District, Milton Hershey School, Cape Securities, Inc, and Terra Wealth Management, LLC. Jeffrey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jeffrey is part of Terra Wealth, which operates out of Harrisburg, Pennsylvania. The firm has 28 offices and 65 employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Terra Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$250,086,346
65
2,158
$115,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Fisher Work History
Cape Securities, Inc
Terra Wealth Management, LLC
Pfs Investments Inc
Primerica Financial Services
Substitute Teaching Services, Inc
Harrisburg City School District
Milton Hershey School
Disclosures
Please visit the SEC profile of Jeffrey 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 Terra Wealth
Chandler, AZ
Murfreesboro, TN
High Point, NC
Gilbert, AZ
Wausau, WI
High Point, NC
High Point, NC
Mesa, AZ
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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