Business Description

At Bishop Financial Advisors, our mission is to help our clients reach their financial goals and dreams. Yet we understand that each client's situation is unique. Whether you'd like to plan for your children's college education, build a business or save for retirement, we are able to develop a strategy to get you there. Our commitment lies in providing impeccable, unbiased advice and service to deliver a broad range of investment resources and planning strategies to our clients. Building you a sound financial future is our number one priority and, as an independent firm, we place your interests and concerns first.

General Information

Gender:

Male

CRD#:

3173651

Firm CRD#:

32444

Name of Broker/Dealer:

First Allied Securities, Inc.

Name of Custodial Firm:

Pershing, JP Morgan

States Licensed in:

AL, AZ, FL, IL, IN, KY, MD, MA, MI, NV, NJ, NY, NC, OH, PA, TN, TX, VA, WI

States Willing to do Business in:

Any

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Mr. Bishop is the President and Princiapl of Bishop Financial Advisors. He has been in the financial services industry since 1996.

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Education

Academic Background

BA - St. Vincent College, Latrobe, PA (1996)

Services

Investment Types:

Insurance, Bonds, Stocks, Annuities, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Cerified Wealth Strategist (CWS)

Securities Licenses:

51, Series 24, Series 22, Series 7, Series 65, Series 6, Series 63

Insurance and Annuity Licenses:

Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Health, Life

Financial Organization Memberships:

American Institute of Certified Public Accountants (AICPA), Society of Financial Services Professionals, Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Assets Managed by Firm:

$55,000,000

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$200,000

Compensation Methods:

Commissions, Based on Assets

Fee % Based on Assets:

.5% to 2%

Additional Details on Charges:

Initial consultation is always FREE.

Prepared By:

Brian Bishop

Frequently Asked Questions

Q.	What is your approach to financial planning?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	How much risk should I be willing to take?

What is your approach to financial planning?

We Comprehensively work with our client's Wealth Management plans by focusing on our their 13 Wealth Management Issues, which includes Investments, Insurance, Taxes and Estate Planning.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

We do not have discretion over client accounts, therefore we will not buy or sell within a client's account without their prior approval. However, in the event we establish a managed account the manager will have the ability to allocate the portfolio as appropraite and agreed upon.

How much risk should I be willing to take?

Every client we meet with completes a detailed Risk Tolerance profile. We utilize both the profile and our conversations with the client to determine what an appropriate level of risk is for their accounts.