David Fisher
Fisher Equity Advisors

10538 Eastborne
Suite 301
Los Angeles, CA 90024

About Fisher Equity Advisors

Establishing trust is a Fisher Equity Advisor's number one priority.For over 25 years,my philosophy of investment planning and money management has focused on proper management of portfolio risk rather than attempting aggressive rates of return that give the illusion of market success while little or no wealth is actually being created.

Success is measured not by performance relative to other advisors but rather by clients' success in meeting life goals.


General Information

Name of Broker/Dealer:   AFA Financial Group, LLC
States Licensed in:   AZ, CA, CO, ID, MT, TX, WY
Number of Years with Current Firm:   4
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Insurance , Annuities , Commodities , Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Stocks , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , Via email , At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Variable Annuity , Variable Life
Financial Organization Memberships:   National Association of Realtors


Firm Information

Advisor's Number of Clients:   100


Compliance

Registered 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 and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.00%


David Fisher

David Fisher