Unclaimed
Joseph Fisher is an Investment Advisor Representative associated with Legacy Wealth Management, LLC. Joseph is registered in Utah, and has a Series 65 license. Joseph has worked in the financial industry for over 8 years. Joseph has worked for a variety of organizations including BlueRaven Solar, BYU Idaho, Womple, University Of Utah, Utah Valley University, Renu LLC, Trailblazerz LLC, Legacy Wealth Management, LLC, Family First Life, and Legacy Peak Insurance. Joseph specializes in providing financial advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
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UT
01/24/2023 - Present
Legacy Wealth Management, LLC (Woods Cross UT)
IA
Issued 11/19/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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