Unclaimed
Christopher James Fisher is an Investment Advisor Representative at Three Bell Capital LLC. Christopher is registered with the state of California, as well as Kansas. Christopher has been with Three Bell Capital since 2018. Before joining Three Bell Capital, Christopher worked for Familiar Surroundings Home Care in San Jose, CA and Exos in Mountain View, CA. Christopher obtained his Series 65 license by passing the Uniform Investment Adviser Law Examination in August 2018.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax planning, insurance planning, lending
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Third party
1
2
TX
11/27/2023 - Present
Three Bell Capital LLC (DALLAS TX)
IA
Issued 08/06/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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