Fisher Equity Advisors | Financial Advisor in Los Angeles ,CA

10538 Eastborne
Suite 301
Los Angeles, CA 90024

About

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.

29 Years of Experience



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:   Businesses , Individual Investors , Non-Profit Organizations


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Life , Life , Variable Annuity
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 & 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%



FAQs

David Fisher

David Fisher