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Douglas Robert Fisher

Fiduciary Financial Advisors

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About Douglas Robert Fisher

Douglas Robert Fisher is an investment advisor representative at Fiduciary Financial Advisors. Douglas has been in the financial services industry for over 20 years. Douglas has experience working with high-net-worth individuals, corporations, and pension plans. He specializes in providing financial planning and portfolio management services.

Firm Information

Douglas Fisher is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Fisher’s Registration & Firm History

MI

11/16/2020 - Present

Fiduciary Financial Advisors (GRAND RAPIDS MI)

MI

02/23/2009 - 11/25/2020

LPL FINANCIAL LLC (GRAND RAPIDS MI)

MI

05/02/2005 - 02/02/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

OH

05/02/2001 - 04/26/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

MI

08/18/1999 - 05/02/2001

OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 08/24/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Douglas Robert Fisher. Review regulatory record here.
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