linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Larry Todd Fisher

J. Benjamin Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Larry? Claim Your Profile

About Larry Todd Fisher

Larry Todd Fisher is an investment advisor representative. Larry is registered with the state of South Carolina. Larry has been in the securities industry since 2010. Larry has passed the Series 63, 65, 7 and SIE exams. Larry has experience at J. Benjamin Financial, LLC, Grove Point Investments, LLC, LPL Financial LLC, H. Beck, Inc., and H.D. Vest Investment Services. Larry is currently registered with J. Benjamin Financial, LLC. Larry works with high-net-worth individuals and individuals other than high-net-worth. Larry is an experienced investment advisor.

Firm Information

Larry Fisher is currently registered with J. Benjamin Financial, LLC. J. Benjamin Financial, LLC is an investment advisor registered with the state of California. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. As of December 31, 2022, the firm had approximately $22,383,685 in regulatory assets under management. J. Benjamin Financial, LLC is also registered with the state of Arizona. The firm's website address is HTTP://WWW.JBENJAMINFINANCIAL.COM and its LinkedIn profile is https://www.linkedin.com/company/j.-benjamin-financial.

$22.38M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Larry Fisher’s Registration & Firm History

SC

01/06/2024 - Present

J. Benjamin Financial, LLC (NORTH CHARLESTON SC)

SC

10/12/2017 - 06/03/2022

GROVE POINT INVESTMENTS, LLC (N Charleston SC)

TX

12/16/2011 - 09/26/2017

LPL FINANCIAL LLC (KINGWOOD TX)

TX

06/14/2011 - 12/23/2011

H. BECK, INC. (HOUSTON TX)

TX

01/01/2011 - 06/20/2011

H.D. VEST INVESTMENT SERVICES (HUMBLE TX)

Not sure if Larry Todd Fisher is right for you?

Licenses & Designations

IA

Issued 05/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry Todd Fisher.
Not sure if Larry Todd Fisher is right for you?