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Eric Timothy Fisher

Osaic Wealth, Inc.

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About Eric Timothy Fisher

Eric Timothy Fisher is a financial advisor with Osaic Wealth, Inc., a registered investment advisor. Eric holds Series 7 and Series 66 licenses. He works with individuals, families, businesses, and non-profit organizations. Eric provides financial planning services, portfolio management, and educational seminars. He has experience working with clients in a variety of areas, including retirement planning, college savings, estate planning, and investment management. Before joining Osaic Wealth, Inc., Eric was with SAGEPOINT FINANCIAL, INC. and LPL FINANCIAL LLC.

Firm Information

Eric Fisher is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Eric Fisher’s Registration & Firm History

AZ

09/01/2023 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

AZ

01/09/2023 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

CA

01/08/2019 - 01/25/2023

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 01/09/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2019

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Timothy Fisher.
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