Christopher
Fisher

Three Bell Capital LLC

CRD#6955490
Investment Advisor
in Dallas, TX

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About this Advisor

Christopher Fisher is a financial advisor based in Dallas, Texas, working with Three Bell Capital LLC. Christopher has previously held positions at Three Bell Capital, Familiar Surroundings Home Care, and Exos. Christopher has passed the Series 65 regulatory exam and is registered to provide services in California and Kansas. Currently, Christopher is part of Three Bell Capital LLC, which operates out of Dallas, Texas. The firm has 4 offices and 18 employees. The firm manages assets totaling $3.2 billion 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 pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Three Bell Capital LLC includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1925 Cedar Springs Road Suite 102
Dallas, TX 75201

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Three Bell Capital LLC Brokerage Details

Total Assets Under Management

$3,248,428,457

TX Average: $3,042,739,679
Total Number of Employees

18

TX Average: 49
Total Number of Accounts

552

TX Average: 2,315
Average Account Size

$5,884,834

TX Average: $1,314,358

Investment Advisory Services

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

Christopher Fisher Work History

2018 - Present (6 years)

Three Bell Capital

2017 - 2018 (1 year)

Familiar Surroundings Home Care

2014 - 2017 (3 years)

Exos

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher 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 Three Bell Capital LLC

Zachary Kerr
Dallas, TX
Christopher Fisher
Dallas, TX
Andre Huaman
Dallas, TX
Virginia Debbink
Dallas, TX
Eric Patterson
Dallas, TX
Jonathan Porter
Dallas, TX
Jeffrey Larsen
Dallas, TX
Joshua Scheibley
Dallas, 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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